Client contracts from a template — automatically

The scenario takes the data from a request, fills it into your contract template, saves a ready PDF and uploads it straight to your CRM.

  • Builds the contract from your template
  • Fills in client data with no typos
  • Delivers a ready PDF
  • Uploads to the CRM and cleans up temp files
WebhookGohighlevel
Set it up for yourselfScriptera

How it works

Automating Dropbox and Google Cloud Firestore takes no code: a ready-made scenario does the routine for you.

  1. Starts when: Receive Contract Request
  2. Then: Copy Master Template
  3. Then: Populate Contract with Client Data
  4. Then: Download Contract as PDF
  5. Then: Upload PDF to GoHighLevel
  6. Then: Delete Temp Copy from Drive

You can launch this Dropbox + Google Cloud Firestore integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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