Docupilot + Process Street
Create new Docupilot documents when new tasks are checked in Process Street
Streamline your workflow with this integration between Process Street and Docupilot. When a new task is checked off in Process Street, a document is instantly created in Docupilot. This automatic process not only saves time but also guarantees an efficient document creation process. This is the perfect solution for managing tasks and ensuring relevant documents are created promptly.
Streamline your workflow with this integration between Process Street and Docupilot. When a new task is checked off in Process Street, a document is instantly created in Docupilot. This automatic process not only saves time but also guarantees an efficient document creation process. This is the perfect solution for managing tasks and ensuring relevant documents are created promptly.
- When this happens...New Task Checked
Triggers when a task is checked off in a workflow.
- automatically do this!Create Document
Creates a new document from a specified template.
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