Update documents in Documint when companies are updated in Copper
Keep your documents up-to-date with this Copper and Documint integration. Whenever a company is updated in Copper, this workflow will create a new document in Documint, ensuring you always have the latest information at hand. Streamline your document management process and maintain consistency across your database with this efficient automation.
Keep your documents up-to-date with this Copper and Documint integration. Whenever a company is updated in Copper, this workflow will create a new document in Documint, ensuring you always have the latest information at hand. Streamline your document management process and maintain consistency across your database with this efficient automation.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Create Document
Creates a document by merging your data into your Documint template.
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