Docupilot + LeadConnector
Create documents in Docupilot when stages change in LeadConnector pipelines
Streamline your document creation process with this efficient workflow. When a change occurs in a pipeline stage in LeadConnector, it immediately triggers the creation of a new document in Docupilot. It's an excellent solution for maintaining coherent documentation without the need for manual data transfer or repeated tasks. Boost your productivity by enabling this seamless integration between LeadConnector and Docupilot.
Streamline your document creation process with this efficient workflow. When a change occurs in a pipeline stage in LeadConnector, it immediately triggers the creation of a new document in Docupilot. It's an excellent solution for maintaining coherent documentation without the need for manual data transfer or repeated tasks. Boost your productivity by enabling this seamless integration between LeadConnector and Docupilot.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Document
Creates a new document from a specified template.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
DocumentRequired
Provide Download URL Link?
