Create shareable links for documents in pdfFiller from new leads in Copper
Streamline your document sharing process for new leads in Copper with this efficient workflow. When a new lead is added in Copper, this automation retrieves a shareable link for a relevant document using pdfFiller, allowing for seamless sharing and increased productivity without any manual effort.
Streamline your document sharing process for new leads in Copper with this efficient workflow. When a new lead is added in Copper, this automation retrieves a shareable link for a relevant document using pdfFiller, allowing for seamless sharing and increased productivity without any manual effort.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Get Shareable Link for Document
Get a URL for opening a document in the editor.
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