Create documents from templates in GetAccept for new Bitrix24 CRM deals
Save time and effort by automating your document creation process with this Bitrix24 CRM and GetAccept integration. When a deal is updated in Bitrix24 CRM, this workflow will generate a document from a template in GetAccept. Now you can streamline your sales process and ensure accurate documentation is created for every deal.
Save time and effort by automating your document creation process with this Bitrix24 CRM and GetAccept integration. When a deal is updated in Bitrix24 CRM, this workflow will generate a document from a template in GetAccept. Now you can streamline your sales process and ensure accurate documentation is created for every deal.
- When this happens...Deal Trigger
Fires when a deal trigger is triggered.
- automatically do this!Create Document From Template
Creates a new document with fillable fields from a selected template and send it to one or multiple recipients for signing.
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