1.Monitor new checklist tasks
Integrate Process Street and checklist templates to detect new tasks being checked and start the commission draft process.
Create commission agreement draft for new escrow case
Automatically monitor new task checked on your configured checklist template across Process Street and Formstack Documents. Create and update when client records match, records qualify, and merged commission PDFs generate—so you can draft agreements, populate templates, and move to review without manual copy-paste drafting.
How this automation accelerates signature-ready commission drafts
When a new task is checked on your configured checklist template, manual drafting delays review and signature. This automation finds matching client record fields and creates a merged commission agreement PDF—so your team can review a ready-to-sign draft without copy-paste work.
Process Streetor swap with your favorite app
2.Find matching client record rows
Integrate Process Street and client dataset tools to search client records and map agent and client name to fields.
3.Continue only for matching records
Integrate Zapier and routing rules to continue only when a matching client record exists and skip empty merges.
E-mail par Zapieror swap with your favorite app
4.Create merged commission agreement PDF
Integrate Formstack Documents and document merge templates to generate a merged PDF by mapping checklist and client fields.
Documents Formstackor swap with your favorite app
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Étape 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Étape 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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