Create new Documint documents from Pipedrive activities for seamless organization
Effortlessly keep track of new activities in Pipedrive by generating documents in Documint. With this workflow, whenever a new activity occurs in Pipedrive, a document is created in Documint, ensuring a seamless record-keeping process. Stay organized and save time by automating document creation for your sales activities.
Effortlessly keep track of new activities in Pipedrive by generating documents in Documint. With this workflow, whenever a new activity occurs in Pipedrive, a document is created in Documint, ensuring a seamless record-keeping process. Stay organized and save time by automating document creation for your sales activities.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Document
Creates a document by merging your data into your Documint template.
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