Base + Docsify Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Base and Docsify, with as many as 30 possible integrations. Are you ready to find your productivity superpowers?
Create Base CRM tasks from new Docsify viewed documents
We all have those moments when our memory fails us on the seemingly simplest daily tasks and items to remember. Is there anything worse than creating every single task in your Base CRM manually? With this Docsify-Base CRM integration, you will always have tasks created for you on robot pilot. Whenever a new attached Docsify document is viewed, Zapier will automatically create a new task in Base CRM.
How this Docsify-Base CRM integration works
- The attached Docsify document was opened and viewed by the recipient.
- Zapier automatically creates a new task on Base CRM
- Base CRM
It's easy to connect Base + Docsify and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new deal is created.
Create a new deal inside of your Base account.
Triggers when you receive a new incoming deal.
Creates a new task on a Lead, Contact or Deal.
Triggers when you get a new lead.
Create a new lead in your account.
Triggers when you get a new qualified deal.
Creates a Note that is attached to a Lead, Contact or Deal.
Triggers when a contact is created.
Creates a new contact.
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