1.Detect new spreadsheet row
Integrate Google Sheets and spreadsheets to capture new on-site request fields to centralize lead intake.
Create on-site lead and draft agreement item in board
Automatically monitor new spreadsheet rows from on-site requests across Google Sheets. Automatically create and update lead board items and draft agreements when new request rows come in or emails are captured or dates are providedβso you can route ownership, draft proposals, and post intake notes without manual paperwork.
How this automation creates lead records and draft agreements
When new on-site request rows land in a sheet, delays can stall follow-up and coordination. This automation parses lead details, creates board items, drafts agreement documents, and posts intake updatesβso your team can act immediately.
Google Sheetsor swap with your favorite app
2.Parse full name into parts
Integrate AI by Zapier and data enrichment tools to parse the submitted name to split first and last names.
AI by Zapieror swap with your favorite app
3.Lookup client by email
Integrate Google Sheets and lookup tools to find an existing client by email to return owner and client IDs.
4.Create lead board item
Integrate monday.com and workflow boards to create a new lead item and assign ownership to tag the on-site source.
monday.comor swap with your favorite app
5.Create draft agreement document
Integrate PandaDoc and template documents to create a draft from your template to populate variables and proposed dates.
PandaDocor swap with your favorite app
6.Post intake update to item
Integrate monday.com and collaboration notes to post an update that links the PandaDoc draft ID or URL to share intake summaries.
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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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