1.Catch Hook and map proposal payload
Integrate Webhooks by Zapier, data mapping tools, and webhook inputs to map proposal fields to variables for contract creation.
When incoming proposal payloads arrive, delays can stall contracting and slow signing. This automation maps fields and transforms agreement text, converts HTML to PDFs, builds Oneflow contracts, and publishes participant accessβso your team can close faster.
Integrate Webhooks by Zapier, data mapping tools, and webhook inputs to map proposal fields to variables for contract creation.
Integrate Code by Zapier and document formatting tools to transform agreement text into installation and service HTML outputs.
Integrate ConvertAPI PDF Tools and file conversion workflows to convert each HTML output into Installation Agreement.pdf and Service Agreement.pdf.
Integrate Oneflow and contract templates to create the contract and attach both converted agreement PDFs to every contract.
Integrate Oneflow and participant provisioning to add the signer, publish the contract, and enable access link retrieval for your portal.
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