1.Monitors workflow completion
Integrate Ironclad and contract workflow metadata to detect signed SOW workflow completion for qualifying documents.
Update opportunity with signed SOW link from contracts
Automatically watch for a signed SOW to be produced by Ironclad workflows across Ironclad and Salesforce. Update the related opportunity with an attached Google Drive linkβso you can keep SOW access current, prevent manual data entry, and move deals forward without copy and paste reporting.
How this automation updates your opportunity access
When signed SOW links are missing from CRM records, sales and onboarding can lose time searching for documents. This automation filters qualifying signed documents, uploads them to Google Drive, and updates the matching Salesforce opportunity with the Drive linkβso your team can access the right SOW immediately.
Ironclador swap with your favorite app
2.Filters for signed SOWs
Integrate Filter by Zapier and workflow metadata to continue only for qualifying signed SOW documents.
Filter by Zapieror swap with your favorite app
3.Uploads and renames SOW file
Integrate Google Drive and file storage to upload the SOW file and rename it in a configured folder.
Google Driveor swap with your favorite app
4.Waits for Drive link readiness
Integrate Delay by Zapier and provisioning safeguards to pause briefly so the Drive link is ready.
Delay by Zapieror swap with your favorite app
5.Updates opportunity with SOW link
Integrate Salesforce and CRM records to update the Opportunity SOW link field by opportunity ID.
Salesforceor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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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.
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