1.Monitors new or updated activity
Integrate Pipedrive and CRM activity logging to capture the activity payload for an underwriting review request.
Send underwriting review request for new deal to underwriter
Automatically monitor new or updated Pipedrive activities across Pipedrive and Gmail. Send underwriter review requests when activity created, activity updated, or deal-linked activity occurs—so you can request reviews, stop duplicate reminders, and archive activity without manual follow-up paperwork.
How this automation accelerates underwriter reviews
When new or updated activities appear, review requests can get delayed and repeated reminders can clutter deal activity. This automation captures qualifying activity signals, sends a context-rich email to the assigned underwriter, and archives the triggering activity—so your team keeps reviews moving.
Pipedrive (Englisch)or swap with your favorite app
2.Filters for qualifying activities
Integrate Filter by Zapier and document trigger rules to continue only for matching activity signals.
Filter von Zapieror swap with your favorite app
3.Finds the referenced deal
Integrate Pipedrive and CRM lookup tools to find the deal and pull deal title and key fields.
4.Sends email to the underwriter
Integrate Gmail and email templates to send a context-rich request with deal details and a reply-to address.
Gmail (Englisch)or swap with your favorite app
5.Archives the activity by ID
Integrate Webhooks by Zapier and HTTP request actions to delete or archive the activity so it does not re-trigger.
Webhooks von Zapieror swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
3,4 Millionen Unternehmen vertrauen uns
Related automations
- Apps: Pipedrive, Google Sheets, Formatter by Zapier, Formstack Documents, GmailSwap with your favorite apps.
Create completed insurance application documents and email draft
Your application tasks lack merged paperwork and client context, forcing manual assembly and slowing signings. You get review-ready PDFs and a prefilled email draft to request signatures same day.
- Apps: Salesforce, Filter by Zapier, Google Sheets, Google Drive, SlackSwap with your favorite apps.
Create underwriter workbook and notify project team now
You lose underwriting context when opportunity records lack a shared workbook and link. The workflow supplies the workbook and updates CRM so underwriters can begin review same day.
- Apps: Webhooks by Zapier, Formatter by Zapier, AWS LambdaSwap with your favorite apps.
Invoke underwriting intake bot for new insurance submissions
You get webhook applicant submissions lacking structured intake, which stalls underwriting triage. The intake bot structures data and provides triage guidance within minutes.
- Apps: Gmail, Formatter by Zapier, SlackSwap with your favorite apps.
Send vendor onboarding alerts to underwriting review channel
Your partnership request emails hide links and lack structured handoff for vendor checks. This sends underwriting reviewers an alert so teams can triage and begin verification same day.
- View all
Explore all underwriting document management automations
Accelerate underwriting document reviews with automated file collection, request routing, and record updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier hilft uns, weit über 50% mehr Deals abzuschließen, als wir es ohne Zapier tun würden. Es ist ein Schlüsselelement unserer Gesamtstrategie und somit auch unseres Verkaufsarguments.
Raphael BochnerGründer und CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.