1.Detects deal stage changes
Integrate Pipedrive and CRM workflow tools to catch deal updated stage changes and kick off checklist automation.
Create AML checklist when deal moves to pre-appointment
Automatically monitor deal stage changes across Pipedrive, Zapier Tables, and Process Street. Create and update compliance checklists when a pre-appointment entry or deal enters pre-appointment or deal moves into pre-appointment—so you can populate checklist fields, assign AML review tasks, and reuse existing runs without manual checklist work.
How this automation creates AML checklists
When deal context lands in pre-appointment without a checklist, reviews get delayed and AML obligations are at risk. This automation monitors deal stage changes and populates and assigns AML compliance checklists in Process Street—so your team can move faster with accurate inputs.
Pipedriveor swap with your favorite app
2.Filters qualifying deals
Integrate Filter by Zapier and compliance pipeline rules to continue only for configured pipeline and product exclusions.
Filter by Zapieror swap with your favorite app
3.Finds primary contact record
Integrate Zapier Tables and contact directory tools to search for a primary contact and return the contact email placeholder.
Zapier Tablesor swap with your favorite app
4.Finds secondary contact record
Integrate Zapier Tables and contact directory tools to search for a secondary contact and return the contact email placeholder.
5.Formats deal date fields
Integrate Formatter by Zapier and data formatting tools to convert deal date fields into a human readable date string.
Formatter by Zapieror swap with your favorite app
6.Creates or updates checklist
Integrate Process Street and compliance checklist forms to search by deal title and CRM ID, then create and map checklist fields.
Calle del procesoor swap with your favorite app
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Paso 1
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Paso 2
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