Creation of documentation (e.g. contract) for a new deal meeting specified criteria
When there are deals meeting specified criteria, a multiple documentation (e.g. contract) is created from corresponding templates. These documents are exported to PDF and then sent as attachment in an e-mail. The parameters of the deal are then updated, so the deal does not appear in the list of deals for which the documentation should be created.
Similar templates for inspiration
Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add a Follower
Add a Participant to a Deal
Add a Product to a Deal
Add a Recurring Subscription
Add an Installment Subscription
Cancel a Recurring Subscription
Copy a File
Create a Deal
Create a Document
How do I get started with Make?
What is a scenario?
What is a module?
What is mapping?