Create transmission task and store submitted offer PDF
Create transmission task and store submitted offer PDF
Your offer form submissions arrive without a stored PDF or task, delaying transmissions and buyer follow-ups. You get the PDF saved and a transmission task created so coordinators can act the same day.
Workflow preview:
Zap details:
Overview
Stop manual uploads and late transmissions that stall closings — this flow validates each offer, stores the PDF, updates the CRM, and creates a transmission task so coordinators can act the same day. Your operations team sees the document link and task immediately, reducing follow-up cycles and administrative overhead.