1.Monitors updated record task completion
Integrate NetHunt CRM and CRM automation triggers to detect completed transaction tasks and start contract email assembly.
Send ratified contract email to all parties
Automatically detect task marked complete updates across NetHunt CRM and contract workflows. Instantly draft and send ratified contract confirmations when ratified contract links are ready, parties are identified, or dates are setβso you can confirm same-day without manual follow-up.
How this automation drafts and sends ratified contract emails
When a transaction task is completed, delays can disrupt same-day confirmations and contract communication. This automation finds the transaction and parties, formats the ratified contract email, and creates drafts or sends the messageβso your team can confirm faster.
NetHunt CRMor swap with your favorite app
2.Finds transaction record details
Integrate NetHunt CRM and CRM data tools to find the transaction record and map the ratified contract link and dates.
3.Looks up party records
Integrate NetHunt CRM and contact directory tools to fetch associated party records and compile email addresses.
4.Looks up coordinator spreadsheet row
Integrate Google Sheets and spreadsheet mapping to locate the transaction coordinator row and map sender and intro details.
Google Sheetsor swap with your favorite app
5.Formats email content and recipient list
Integrate Formatter by Zapier and email templating tools to format dates and assemble the plain-text message and recipients.
Formatter by Zapieror swap with your favorite app
6.Creates draft or sends email
Integrate Gmail and email sending tools to create a draft or send the message, set subject, CC, and attach the ratified contract.
Gmailor swap with your favorite app
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