1.Detects new contract intake card
Maps the new contract card fields into a tailored message headline, body, reference link, and routing key.
Send legal team tailored messages for new contract requests
Automatically monitor new contract intake cards across Pipefy and send message drafts with correct routing keys. Get instant alerts when contract requests are created or contract types change or qualifying criteria passβso you can notify legal and route the right context without manual routing.
How this automation accelerates legal review for new requests
When new contract requests arrive without clear context, review delays stack up and teams waste time. This automation maps intake fields into routed templates and posts a tailored legal message in Slackβso you can respond faster with the right contract-type details.
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2.Filters qualifying contract requests
Stops the flow for cards that match test or amendment criteria so only actionable requests proceed.
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3.Branches to message template path
Uses the routing key for the contract type to select the correct message template path.
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4.Sends tailored legal channel message
Posts the mapped message headline and message text to your configured legal channel with the reference link.
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Accelerate contract workflows with automated intake routing, approval tracking, and renewal alerts
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Step 1
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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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