1.Detect deal property change
Integrate HubSpot, CRM data, and deal records to pass fields so the workflow can detect generation requests.
Generate married estate documents when deal flag changes
Automatically monitor deal property changes across HubSpot and Formstack Documents. Create and update when generation flag turns true, document requested, or signing details changeβso you can create single-sided merges, create double-sided merges, and store documents for signing without manual document assembly.
How this automation accelerates estate document signing
When the deal generation flag changes, documents can stall and signers wait. This automation creates single-sided and double-sided merge documents in Formstack Documentsβso your team can assemble estate files without delay.
HubSpotor swap with your favorite app
2.Filter to qualifying deals
Integrate Filter by Zapier, record conditions, and field checks to continue only so the workflow runs for requested documents.
Filter by Zapieror swap with your favorite app
3.Create single-sided merge
Integrate Formstack Documents, merge templates, and field mapping to create a single-sided document merge with deal ID tags.
Formstack Documentsor swap with your favorite app
4.Create double-sided merge
Integrate Formstack Documents, merge templates, and field mapping to create a double-sided document merge with the same deal ID tags.
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Accelerate legal document creation with automated template population, record routing, and file delivery
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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!)
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Marcelo Lebre, Co-Founder
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