1.Monitors new custom activity form submissions
Integrate Close and form processing tools to capture the submitted contract fields and the related lead reference.
Create new order record from completed contract form
Automatically monitor signed contract form submissions across Close. Create and update order records when form submitted, contract signed, or custom activity createdβso you can format start dates, validate product details, and populate orders without manual data entry.
How this automation creates order records from completed forms
When signed contract details land in forms but order data stays unstructured, billing and onboarding can start off wrong. This automation captures Close custom activity inputs, formats dates and validates products, and creates a lead-linked order recordβso your team can avoid manual field cleanup.
Closeor swap with your favorite app
2.Formats program start date
Integrate Formatter by Zapier and date formatting tools to format the submitted start date to DD.MM.YYYY for the order record.
Formatter by Zapieror swap with your favorite app
3.Checks product value before creating
Integrate Filter by Zapier and validation rules to continue only when the submission includes a product value.
Filter by Zapieror swap with your favorite app
4.Sets pricing type by selection
Integrate Paths by Zapier and decision routing tools to branch on net or gross pricing selection and set pricing type.
Paths by Zapieror swap with your favorite app
5.Creates linked order custom object
Integrate Close and CRM record creation tools to create a new order record linked to the lead with mapped pricing and terms.
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