Creation of documentation (e.g. contract) for a new deal that meets a specified criteria on Hubspot CRM

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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 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 Contacts to a List

Adds contact records that have already been created in the system to a contact list.

Action

Add a Contact to a Workflow

Adds a contact to a specific workflow.

Action

Copy a File

Makes a copy of an existing file.

Action

Create a Company

Creates a company with the given properties and returns a copy of the object, including the ID.

Action

Create a Contact

Creates a contact with the given properties and returns a copy of the object, including the ID.

Action

Create a Custom Object Record

Creates a custom object with the given properties and returns a copy of the object, including the ID.

Action

Create a Deal

Creates a deal with the given properties and returns a copy of the object, including the ID.

Action

Create a Document

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

Action

Create a Document from a Template

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.

Action

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