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Creation of documentation (e.g. contract) for a new deal meeting specified criteria

Make.comMake.com8 modulesv1.0
pipedrivegoogle-drivegoogle-docsbuiltingoogle-email

When there are deals meeting specified criteria, a multiple documentation (e.g. contract) is created from corresponding templates. These documents are exported to PDF and then sent as attachment in an e-mail. The parameters of the deal are then updated, so the deal does not appear in the list of deals for which the documentation should be created.

At a glance

Creation of documentation (e.g. contract) for a new deal meeting specified criteria is a ready-made Make.com workflow you import as a blueprint JSON file — no build required. It connects pipedrive, google-drive, google-docs, builtin. It's free to download. Follow the 5-step import below to go live in minutes.

Platform
Make.com
Connects
pipedrive, google-drive, google-docs, builtin, google-email
Modules
8
Price
Free
Version
v1.0
Creation of documentation (e.g. contract) for a new deal meeting specified criteria workflow diagram

About this workflow

When there are deals meeting specified criteria, a multiple documentation (e.g. contract) is created from corresponding templates. These documents are exported to PDF and then sent as attachment in an e-mail. The parameters of the deal are then updated, so the deal does not appear in the list of deals for which the documentation should be created.

Make.com

How to import this Make.com workflow

  1. 1

    Download the blueprint JSON file after purchase.

  2. 2

    Open Make.com → go to Scenarios → click Import Blueprint.

  3. 3

    Select the downloaded JSON file and confirm.

  4. 4

    Connect your app credentials in each module.

  5. 5

    Run once manually to test, then activate the schedule.

Setup guide

Setup guide included

Purchase to unlock the full step-by-step guide

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  • JSON blueprint — instant download
  • Setup guide PDF included
  • 5 downloads · valid 30 days
  • Works with Make.com

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