Send paperwork link to deal channel on upload

Your deal records receive document links without a clear alert, leaving reps unable to find closing documents. The flow posts the link to the deal channel so teams can act same day.

Overview

Deal paperwork often lands in CRM without an obvious alert, stalling closings and manual follow-up. This flow posts the document link directly to the deal's collaboration channel so reps and coordinators see paperwork within minutes and can act same day.