Creation of documentation (e.g. contract) for a new deal that meets a specified criteria on Hubspot CRM
Creation of documentation (e.g. contract) for a new deal that meets a specified criteria on Hubspot CRM
Apps used in template
About
Get a list of deals that meet a specific criteria, this example filters deals that are in the"Appointment Scheduled" stage. Multiple documentations are created from templates that already exist in Google Drive and they are modified based on the fields from records of the deal received. Those documents are converted to PDF and mailed by Gmail as attachments. 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 new draft and adds it to a selected folder.
Creates a file from a text plain.
Creates a new file or folder shortcut.
Creates a new folder.
Creates a new shared drive.
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