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Real Estate

Contract Generation

Generate purchase offer and agency agreement PDFs from deal terms with DocuSign send.

Automation overview

What this automation does

This automation starts when hubSpot deal stage `Offer Ready`. It google sheets process via google sheets, google docs generates, slack generates, docusign generates, and x (twitter) generates, then into Google Docs offer template, legal clause library from Drive appendices based on property type, generates PDF, routes agent Slack approve, DocuSign to buyer.

Trigger
HubSpot deal stage `Offer Ready`
Main actions
Google Sheets process via Google Sheets → Google Docs generates …
Final outcome
into Google Docs offer template, legal clause library from Drive appendices base…
Execution time
1–3 minutes
Apps used
6 integrations
AI-powered
No
Difficulty
Advanced
Advanced
Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger
HubSpot
Event detected
Step 1
Google Sheets
Process via Google Sheets
Step 2
Google Docs
Generates
Step 3
Slack
Generates
Step 4
DocuSign
Generates
Step 5
X (Twitter)
Generates
Result
X (Twitter)
Workflow complete
Step-by-step

How each step runs

  1. 1
    HubSpotTrigger
    Event detected

    HubSpot deal stage `Offer Ready`

  2. 2
    Google Sheets
    Process via Google Sheets

    HubSpot deal `Offer Ready` merges buyer seller terms from Sheets

  3. 3
    Google Docs
    Generates

    into Google Docs offer template, legal clause library from Drive appendices based on property type, generates PDF, routes agent Slack approve, DocuSign to buyer

  4. 4
    Slack
    Generates

    into Google Docs offer template, legal clause library from Drive appendices based on property type, generates PDF, routes agent Slack approve, DocuSign to buyer

  5. 5
    DocuSign
    Generates

    into Google Docs offer template, legal clause library from Drive appendices based on property type, generates PDF, routes agent Slack approve, DocuSign to buyer

  6. 6
    X (Twitter)
    Generates

    into Google Docs offer template, legal clause library from Drive appendices based on property type, generates PDF, routes agent Slack approve, DocuSign to buyer

  7. 7
    X (Twitter)
    Workflow complete

    into Google Docs offer template, legal clause library from Drive appendices based on property type, generates PDF, routes agent Slack approve, DocuSign to buyer

Apps used

Connected applications

HubSpot

Process via HubSpot

Google Sheets

Process via Google Sheets

Google Docs

Generates

Slack

Generates

DocuSign

Generates

X (Twitter)

Generates

Summary

Automation summary

Trigger
HubSpot deal stage `Offer Ready`
Inputs
HubSpot deal stage `Offer Ready`, Business Name, Notification Email, Timezone
Outputs
into Google Docs offer template, legal clause library from Drive appendices based on property type, generates PDF, routes agent Slack approve, DocuSign to buyer, DocuSign generates, X (Twitter) generates
Business goal
Automate contract generation end-to-end with accurate app routing.
Execution frequency
On demand with batch fallback
Estimated runtime
1–3 minutes
Error handling
Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies
HubSpot, Google Sheets, Google Docs
Benefits

Why use this automation?

Save ~9 hours/week

Remove repetitive steps from Contract Generation so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Faster response times

Events trigger immediate actions instead of waiting for someone to check a queue.

Requirements

What you need to get started

Required apps

  • HubSpot
  • Google Sheets
  • Google Docs

Required accounts

  • Active HubSpot workspace with API access
  • Active Google Sheets workspace with API access
  • Active Google Docs workspace with API access
  • Shata Automation workspace (free tier supported)

Required API keys

  • OAuth tokens for each connected integration

Permissions

  • Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
  • Write access on destination apps (email, chat, CRM, or storage)

Estimated setup time

  • 30 min including app authorization and test run
  • Difficulty: Advanced

Optional apps

  • Slack (optional)
  • DocuSign (optional)
  • X (Twitter) (optional)

Automation runtime

Activate this template

PartialSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft
0%
Activation readiness

Est. setup time: ~16 min

Required connections

  • HubSpot(required)
    PreviewHubSpot: workflow actions run in preview
    ⚠ Missing
  • Google Sheets(required)
    ⚠ Missing
  • Google Drive(required)
    Test-onlyGoogle Drive: workflow actions run in preview
    ⚠ Missing
  • Slack(required)
    ⚠ Missing
  • • Missing connection: HubSpot
  • • Missing connection: Google Sheets
  • • Missing connection: Google Drive
  • • Missing connection: Slack
Manage all connections →View all installations →

Workflow summary

Trigger
HubSpot deal stage `Offer Ready`
Steps
7 nodes
Required apps
4
Optional apps
2

Trigger

Manual trigger

Run workflows on demand via Test run or Live test. Activate to enable scheduled/webhook triggers on other templates.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

FreeAdvancedPartial30 min setup★4.62.1k installs · 446 reviews
Customize for My Business
Analytics

Template performance

15.8k
Views
2.1k
Installs
523
Favorites
4.6
Avg rating
13.5%
Conversion
30 min
Setup time
92%
Success rate
89
Trending score
Most used integrations
HubSpotGoogle SheetsGoogle Drive

HubSpot deal `Offer Ready` merges buyer seller terms from Sheets—price, contingencies, closing date—into Google Docs offer template, legal clause library from Drive appendices based on property type, generates PDF, routes agent Slack approve, DocuSign to buyer seller signatures, executed copy to deal Drive folder and milestone Calendar closing date.

Some steps run in preview until their integrations go live.

Required apps
HubSpotPreviewGoogle SheetsLiveGoogle DriveTest-onlySlackLive
Optional apps
DocuSignPreviewX (Twitter)Preview
All integrations
HubSpotGoogle SheetsGoogle DriveSlackDocuSignX (Twitter)
Workflow preview

How Contract Generation runs

1
Trigger
Map templates
2
Process
Rule engine
3
Action
hubspot
4
Notify
Alert & log
HubspotGoogle SheetsGoogle DriveSlackDocusignX
Setup steps

Get started in 5 steps

  1. 1
    Connect deal and docs

    HubSpot, Sheets terms, Google Docs templates, Drive clauses, DocuSign, Slack.

  2. 2
    Map templates

    Residential, commercial, lease templates with merge fields.

  3. 3
    Select clause appendices

    HOA, inspection, financing contingencies from checkbox fields.

  4. 4
    DocuSign routing

    Buyer sign, seller sign, agent counter-sign order configured.

  5. 5
    Test offer PDF

    Sample terms merge correctly; signatures return to folder.

Variables

Configurable settings

VariableTypeDefaultRequired
Business NametextYour BusinessYes
Notification Emailemail—Yes
Timezoneselect—Yes
Slack Channeltext#generalNo
Google Sheet IDtextNo
Sheet RangetextSheet1!A:ZNo
FAQ

Frequently asked questions

State-specific forms?

Template selected by property state field on listing.

Counter offers?

New version v2 increments; prior PDF archived on deal.

Attorney review?

Optional attorney email review step before DocuSign send.

Arabic contracts?

Bilingual template branch for applicable jurisdictions.

Get started

Customize Contract Generation for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.

Request custom automation →Talk to an expert