Creation of documentation (e.g. contract) for a new deal meeting specified criteria

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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.

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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 follower to an object of selected type (deals, organizations, persons).

Action

Add a Participant to a Deal

Adds a participant to a deal.

Action

Add a Product to a Deal

Adds a product to the deal.

Action

Add a Recurring Subscription

Adds a new recurring subscription to a deal.

Action

Add an Installment Subscription

Adds a new installment subscription.

Action

Cancel a Recurring Subscription

Cancels a recurring subscription.

Action

Copy a File

Makes a copy of an existing file.

Action

Create a Deal

Creates a deal.

Action

Create a Document

Creates a new Google document by adding the content of HTML format.

Action

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