1.Detect sent contract event
Integrate Oneflow to capture sent contract events and trigger the workflow for deal updates.
Update CRM deal record when contract is sent
Automatically monitor contract status changes across Oneflow, Pipedrive, and Zapier for sent contract events. Create and update deal records when contracts are sent, contract references change, or contract states flipβso you can enrich deal fields, advance stages, and launch follow-up without manual data entry.
How this automation updates your deal records
When contract sent events land in scattered systems, deal records stay outdated and follow-up gets delayed. This automation captures sent contract details, finds the matching deal, and updates deal fields and stagesβso your team can move deals forward quickly.
Oneflowor swap with your favorite app
2.Fetch contract details
Integrate Oneflow and contract data tools to enrich contract metadata and map it to contract details.
3.Find matching deal
Integrate Pipedrive and CRM search tools to find the deal by contract reference and continue on no match.
Pipedriveor swap with your favorite app
4.Calculate next contract number
Integrate Code by Zapier and data computation tools to calculate the next sequential contract number for the deal.
Code by Zapieror swap with your favorite app
5.Update deal record
Integrate Pipedrive and CRM update tools to update deal link, status stage, and contract number fields.
6.Trigger post-signature sequences
Integrate Sub-Zap by Zapier and workflow sequencing tools to start downstream onboarding, notifications, or email sequences.
Sub-Zap by Zapieror swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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