Creation of documentation (e.g. contract) for a new deal meeting specified criteria
Creation of documentation (e.g. contract) for a new deal meeting specified criteria
Apps used in template
About
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 custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Makes a copy of an existing file.
Copies an email or a draft into a selected folder.
Creates a new Google document by adding the content of HTML format.
Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.
Creates a file from a text plain.
Creates a new file or folder shortcut.
Creates a new folder.
Creates a new shared drive.
Creates a new draft email.
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