1.Catch hook approval payload
Integrate Webhooks by Zapier and data extraction tools to parse the approval payload and extract submission and deal lookup fields.
Generate and send services agreement for approved deals
Automatically watch project approval form submissions across Webhooks by Zapier, HubSpot, and Google Sheets. Create a services agreement PDF, update the deal record, and log merge status without manual paperwork.
How this automation creates services agreements for approved deals
When approved deal data arrives but contracts stay scattered, delays can stall acceptance and complicate legal review. This automation uses Webhooks by Zapier to capture submissions, HubSpot and Google Sheets to prepare deal and sheet context, and Formstack Documents to generate merged PDFsβso your team can move contracts forward faster.
Webhooks by Zapieror swap with your favorite app
2.Find deal by ID
Integrate HubSpot and CRM lookup tools to map submission deal identifier and retrieve deal context for the document merge.
HubSpotor swap with your favorite app
3.Find or create row
Integrate Google Sheets and spreadsheet tools to look up by deal ID, then map fields and create a new status row when needed.
Google Sheetsor swap with your favorite app
4.Create document merge
Integrate Formstack Documents and document generation tools to merge sheet and deal fields and create the services agreement PDF.
Formstack Documentsor swap with your favorite app
5.Update deal record
Integrate HubSpot and CRM updates to map signer details and set acceptance reference and merge status, then apply the configured stage.
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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