1.Detects new deal entering contract stage
Integrate Pipedrive and deal tracking tools to capture deal metadata like title, owner, value, and key fields.
Notify legal and ops when deals enter contract stage
Automatically monitor new deals entering the contract stage across Pipedrive and Slack. Send contextual channel alerts when deals match your contract criteriaβso you can notify legal, prioritize ops, and route next steps without manual reporting.
How this automation accelerates your contract kickoff
When new deals match the configured filter or pipeline stage, handoffs can stall before legal can review. This automation captures deal metadata and sends Slack notifications and ops summariesβso your team can act immediately.
Pipedriveor swap with your favorite app
2.Sends contracts channel message
Integrate Slack and notification routing to send a contextual message with deal title, owner, message body, and permalink.
Slackor swap with your favorite app
3.Posts ops priority summary
Integrate Slack and reporting indicators to post a summarized growth or ops message with value and revenue signals.
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Add MSA status and form link to project item
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Explore all contract lifecycle management automations
Accelerate contract workflows with automated intake routing, approval tracking, and renewal alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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