Create new Spondyr documents from Agile CRM deal milestones
When this happensStep 1: Changed Deal Milestone
Then do thisStep 2: Create Spondyr
Milestones are critically important to any business deal. But when each milestone requires it's own set of documents to be sent to the client, managing all that paperwork can be tedious. With this integration, Zapier will send any new milestone information in Agile CRM to Spondyr to create and optionally deliver merged documents.
How this Agile CRM-Spondyr integration works
- You change a deal milestone in Agile CRM
- Zapier will send the deal milestone's data to Spondyr and use the template/rules you've defined there to create merged documents
- Agile CRM