Update Formstack Documents with merged content from newly updated Copper companies
Stay updated on company information and effortlessly generate personalized documents with this workflow. When a company's information is updated in Copper, this automation creates a customized document in Formstack Documents, merging the updated data to ensure your records are always accurate and up-to-date. Save time and reduce errors by streamlining your document creation process.
Stay updated on company information and effortlessly generate personalized documents with this workflow. When a company's information is updated in Copper, this automation creates a customized document in Formstack Documents, merging the updated data to ensure your records are always accurate and up-to-date. Save time and reduce errors by streamlining your document creation process.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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