Skip to content
Templates
Update deal records with sent document link and ID

Update deal records with sent document link and ID

Your deal records miss sent contract links and IDs, leaving reps without signing context for follow-up. It adds the document link and ID to the deal so reps and ops see contract context same day.

Update deal records with sent document link and ID

Workflow preview:

Zap details:

Overview

Contracts and proposals should appear on the deal record automatically so reps never have to hunt for links or IDs. This flow writes the sent document link and document reference to the deal within minutes, enabling faster follow-up and cleaner reporting.

Update deal records with sent document link and ID