1.Monitors contract generate flag updates
Integrate Salesforce to detect updated Contract records with the generate flag set and extract signer and contract fields to start generation.
Generate contract PDF when contract record field is set
Automatically capture contract record changes in Salesforce and generate PDFs across Google Docs and Google Drive. Export and attach finalized contract PDFs when the generate flag is set or key signer fields update or payment plan indicators changeβso you can speed reviews, reduce rework, and keep contract files current without manual paperwork.
How this automation creates contract PDFs on demand
When contract details change, delayed PDF generation can slow approvals and leave records incomplete. This automation captures contract fields, creates a document draft, exports a PDF, and attaches it to the originating Salesforce contract recordβso your team can generate accurate files faster.
Salesforceor swap with your favorite app
2.Creates document from template
Integrate Google Docs and document templating tools to create a contract draft by mapping signer name and address fields to placeholders.
Google Docsor swap with your favorite app
3.Exports and saves PDF to folder
Integrate Google Drive and document export tools to export the draft as a PDF into your contracts folder with reader-only sharing.
Google Driveor swap with your favorite app
4.Attaches PDF to contract record
Integrate Salesforce and record attachment tools to upload the PDF and create the file link on the originating Contract record by ID.
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Accelerate legal document creation with automated template population, record routing, and file delivery
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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.
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