Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Supports knowledge capture and document intelligence use cases.
📘 Description This workflow is a fully automated contract generation and delivery system that converts structured client input into a finalized, professional PDF contract and uploads it directly to your CRM. It eliminates manual document handling by dynamically populating a Google Docs template, exporting it as a PDF, and delivering it to GoHighLevel in a single flow, while ensuring no temporary files remain in storage. ⚙️ Step-by-Step Flow Receive Contract Request (Webhook) Accepts a POST request containing all contract data: Client name Date Scope of works (array) PC items (array) Financials (subtotal, GST, total) Copy Master Template (Google Drive) Creates a duplicate of the master contract template. Ensures the original template remains unchanged. Populate Contract with Client Data (Google Docs) Performs large-scale find-and-replace operations: Replaces placeholders with dynamic client inputs Injects scope of work sections Maps PC items and pricing Updates totals and metadata Download Contract as PDF (Google Drive) Exports the fully populated document as a PDF file. Upload PDF to GoHighLevel (HTTP Request) Uploads the generated PDF to GoHighLevel via API: Makes it instantly available in CRM Ready for attachment or client delivery Delete Temp Copy from Drive (Cleanup) Removes the temporary document copy from Google Drive. Prevents storage clutter and duplication. 🧩 Prerequisites • Google Drive OAuth2 • Google Docs OAuth2 • GoHighLevel API key (Bearer token) • Webhook trigger source (form, CRM, or system) 💡 Key Benefits ✔ Zero manual contract creation ✔ Consistent formatting across all contracts ✔ Dynamic handling of complex data (arrays, pricing) ✔ Instant CRM upload (GoHighLevel) ✔ Automatic cleanup (no file clutter) ✔ Scalable for high-volume contract generation 👥 Perfect For Construction and renovation businesses Agencies generating client agreements Sales teams automating proposal-to-contract flow CRM-driven businesses using GoHighLevel
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