1.Catches retainer document webhook
Integrate Webhooks by Zapier and webhook payload mapping to parse document status and metadata to centralize incoming retainer data.
Update deal records with retainer send and sign dates
Automatically map incoming retainer document webhooks across Webhooks by Zapier and HubSpot. Create and update deal records when retainer document arrives, retainer template matches, or status indicates sent or completedβso you can update send and signed dates, set retainer status, and maintain deal accuracy without manual timestamp chasing.
How this automation updates your deal dates
When retainer documents arrive out of sync with CRM records, deal timelines get confusing and follow-ups stall. This automation receives webhook payloads and filters qualifying events, then finds and updates HubSpot deal dates and retainer statusβso your team can move faster with accurate timestamps.
Webhooks by Zapieror swap with your favorite app
2.Filters for qualifying retainer events
Integrate Filter by Zapier and routing rules to continue only when the retainer template matches and statuses are sent or completed.
Filter by Zapieror swap with your favorite app
3.Finds the matching deal
Integrate HubSpot and CRM lookup to search by deal reference and return the first matching deal for update.
HubSpotor swap with your favorite app
4.Updates deal retainer dates and status
Integrate HubSpot and CRM field updates to write send date or signed date and set the configured retainer status.
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