Generate filled documents in pdfFiller when deal stages get updated in Follow Up Boss
Easily keep your documents up-to-date with this workflow. When the deal stage is updated in Follow Up Boss, a filled document from a selected template is instantly created in pdfFiller. This not only streamlines your document management but also ensures that your business runs smoothly with the most current information at hand.
Easily keep your documents up-to-date with this workflow. When the deal stage is updated in Follow Up Boss, a filled document from a selected template is instantly created in pdfFiller. This not only streamlines your document management but also ensures that your business runs smoothly with the most current information at hand.
- When this happens...Deal Stage Updated
Fires when the stage of a deal is updated in Follow Up Boss.
- automatically do this!Create Filled Document From Template
Create the new filled document based on an existing fillable document.
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