Documint + Streak
Create documents in Documint for updated contacts in Streak
Keep your documents up-to-date with this seamless workflow between Streak and Documint. When a contact is updated in Streak, a new document will be created in Documint, ensuring you always have the latest information on hand. This automation saves you time and helps maintain accurate records.
Keep your documents up-to-date with this seamless workflow between Streak and Documint. When a contact is updated in Streak, a new document will be created in Documint, ensuring you always have the latest information on hand. This automation saves you time and helps maintain accurate records.
- When this happens...Updated Contact
Triggered when a contact is updated.
- automatically do this!Create Document
Creates a document by merging your data into your Documint template.
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About Documint
Documint is a document creation service which cuts transaction document creation time down from minutes or hours to seconds.
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About Streak
Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
