1.Catches completed contract webhook
Integrate Webhooks by Zapier and routing systems to receive the completed contract payload and start the workflow.
Mark completed contracts as won in CRM and notify team
Automatically catch completed contracts via Webhooks by Zapier and route them across PandaDoc and Pipedrive. Create and update deals when completed contract submitted, deal identifier received, or template match confirmedβso you can mark deals as won, notify owners, and share document links without manual follow-up.
How this automation marks deals as won faster
When completed contracts arrive without a quick workflow, deal records stay outdated and teams miss critical context. This automation catches webhook signals, verifies document templates, updates Pipedrive to won, and posts a Teams messageβso your team can close the loop instantly.
Webhooks by Zapieror swap with your favorite app
2.Finds document by ID
Integrate PandaDoc, data lookup tools, and document status systems to retrieve template details and the document URL.
PandaDocor swap with your favorite app
3.Checks qualifying template matches
Integrate Filter by Zapier and template rules to continue only when the PandaDoc template name is on the approved list.
Filter by Zapieror swap with your favorite app
4.Finds the linked deal
Integrate Pipedrive and crm search tools to look up the correct deal record using the configured deal identifier.
Pipedriveor swap with your favorite app
5.Updates deal status to won
Integrate Pipedrive and deal stage update tools to set the deal status to won and map closing metadata.
6.Sends team chat message
Integrate Microsoft Teams and notification tools to post the document link and summary and tag the assigned owner.
Microsoft Teamsor swap with your favorite app
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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.
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