1.Detect updated dossier row
Integrate Google Sheets and spreadsheet tools to pull the updated row and map the deal identifier to the search term.
Create bank-ready dossier rows from updated sheet entries
Automatically monitor new or updated spreadsheet rows across Google Sheets. Create and update bank-ready dossier records using deal lookups in Pipedrive and office matching—so you can generate reviewable files, enrich fields, and flag gaps without manual paperwork.
How this automation produces bank-ready dossiers
When dossier rows are updated in a spreadsheet, delays can stall downstream banking packets. This automation pulls the updated row, enriches it with deal data and office matching, and creates or flags bank-ready records—so your team can process faster.
Hojas de cálculo de Googleor swap with your favorite app
2.Search deal by ID
Integrate Pipedrive and CRM mapping tools to search for the deal by mapped ID and map deal fields to output fields.
Pipedriveor swap with your favorite app
3.Lookup matching office
Integrate Google Sheets and directory tools to look up the office list by mapped province or value and return the first match.
4.Filter for office match
Integrate Filter by Zapier and workflow rules to continue only when an office exists or prepare a missing-office note.
Filter by Zapieror swap with your favorite app
5.Create or update bank-ready row
Integrate Google Sheets and record templates to create a bank-ready row when office lookup succeeds or update the source with review text.
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