1.Detect configured stage change
Integrate Salesforce to detect updated Opportunity stage fields and trigger intake processing for partner-sourced contract acceptance.
Create contract intake rows for partner-sourced opportunity wins
Automatically monitor opportunity stage changes across Salesforce and partner intake across Google Sheets. Create and update intake rows when stage shifts, partner reference appears, or record matches the configured typeβso you can deliver order context, map contract details, and avoid manual intake entry.
How this automation creates intake rows for contract-accepted deals
When opportunity stage changes hit the contract-accepted point, delays can block onboarding and sales ops order context. This automation filters the partner records, retrieves fields from Salesforce, and creates spreadsheet rows in Google Sheetsβso your team can onboard faster.
Salesforceor swap with your favorite app
2.Continue only for qualifying deals
Integrate Filter by Zapier to check partner presence and confirm the record matches the configured type.
Filter by Zapieror swap with your favorite app
3.Retrieve opportunity and map fields
Integrate Salesforce to retrieve the opportunity payload and map source fields to sheet-ready column values.
4.Create spreadsheet intake row
Integrate Google Sheets to create a new spreadsheet row and map product, dates, reference, and notes fields.
Google Sheetsor swap with your favorite app
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
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Step 1
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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
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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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