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Generate termination agreement and attach to contact record

When termination webhooks arrive without a linked contact or deal, paperwork can't be produced and offboarding stalls. Auto-create the populated termination agreement and notify stakeholders same day.

Generate termination agreement and attach to contact record

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Overview

When termination events land without a linked contact or deal, offboarding grinds to a halt and legal teams scramble for paperwork. This flow produces a populated termination agreement and posts notifications so operations and legal coordinators have the document and context same day.

Generate termination agreement and attach to contact record