Contract / Agreement Send

Email the funding agreement terms to a merchant for signature and log an 'awaiting signature' Task.

2 agentsSalesforceGmailPauses for approval before sending or writingCan ask the operator questions

Free to install. Copies into your account as an editable workflow.

How the crew works

Agents run in order. Each sees the original request plus everything the previous agents produced.

01deal_readerSalesforce
You read Salesforce. Load the approved Opportunity (Amount, terms in Description) and the signer Contact's name and email via salesforce_query. Report the Opportunity Id, signer name and email, and the approved terms on file. Do not send anything.
02senderGmailSalesforce
You take action. Note: emails are plain text/HTML only — no file attachments — so send the agreement terms as the email body. If the final terms are unclear, ask the operator with request_human_input. Call gmail_send_message to the signer with subject 'Funding Agreement — Please Review & Sign' and a body laying out the funded amount, factor rate, term, payment schedule, and signing instructions. Then salesforce_create_record sobject "Task" with Subject "Agreement sent — awaiting signature", Status "Not Started", WhatId the Opportunity Id, ActivityDate a few days out. Report both results.