# Instruction for workflow

1. Describe Your Automation:

   Enter your entire workflow logic as one prompt: "Create a workflow to send a contract via DocuSign when a deal is marked 'Closed Won' on Zoho CRM."
2. AI Scaffolds the Integration:

   The AI instantly builds the full, multi-step sequence, identifying the Zoho CRM trigger and the necessary DocuSign action.
3. One-Click Customization:

   The generated workflow is presented on the canvas, allowing you to easily click and update the Zoho and DocuSign credentials and specific contract parameters.
4. Test Your Live Connection:

   Use the built-in test feature to simulate a "Closed Won" event in your CRM to ensure the contract is successfully generated and sent for e-signature.
5. Activate and Automate:

   Once validated - the system will automatically handle contract sending for every closed deal, saving you manual effort.

<figure><img src="https://125370873-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzdpN2Lz0hzXpnNScDzVt%2Fuploads%2FcfTsdfUY0iHXHGImWJ0L%2FSalespipelineWorkflow.gif?alt=media&#x26;token=393b7af5-3e42-4fd5-acd2-5ec5028041e6" alt=""><figcaption></figcaption></figure>