Send proposal via SignRequest, and create folder in Google Drive when pipeline stage is reached
Send proposal via SignRequest, and create folder in Google Drive when pipeline stage is reached
Send proposals to clients and create dedicated folders for their documents when a specific pipeline stage is reached. Use Webhooks by Zapier to trigger SignRequest for proposal delivery and Google Drive for organized document storage.
Workflow preview:
Zap details:
Overview
Send proposals to clients and create dedicated folders for their documents when a specific pipeline stage is reached. Use Webhooks by Zapier to trigger SignRequest for proposal delivery and Google Drive for organized document storage.