1.Monitors new or updated activity
Integrate Pipedrive and CRM activity logging to capture the activity payload for an underwriting review request.
Send underwriting review request for new deal to underwriter
Automatically monitor new or updated Pipedrive activities across Pipedrive and Gmail. Send underwriter review requests when activity created, activity updated, or deal-linked activity occurs—so you can request reviews, stop duplicate reminders, and archive activity without manual follow-up paperwork.
How this automation accelerates underwriter reviews
When new or updated activities appear, review requests can get delayed and repeated reminders can clutter deal activity. This automation captures qualifying activity signals, sends a context-rich email to the assigned underwriter, and archives the triggering activity—so your team keeps reviews moving.
パイプドライブor swap with your favorite app
2.Filters for qualifying activities
Integrate Filter by Zapier and document trigger rules to continue only for matching activity signals.
Filter by Zapieror swap with your favorite app
3.Finds the referenced deal
Integrate Pipedrive and CRM lookup tools to find the deal and pull deal title and key fields.
4.Sends email to the underwriter
Integrate Gmail and email templates to send a context-rich request with deal details and a reply-to address.
Gmailor swap with your favorite app
5.Archives the activity by ID
Integrate Webhooks by Zapier and HTTP request actions to delete or archive the activity so it does not re-trigger.
Zapierによるウェブフックor swap with your favorite app
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Accelerate underwriting document reviews with automated file collection, request routing, and record updates
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ステップ 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
ステップ 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
ステップ 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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