NetHunt CRM + Oneflow
Create Oneflow contracts when new NetHunt CRM deals are updated to "negotiating"
When the status of a new NetHunt CRM deal is updated to "negotiating," a corresponding contract is generated automatically in Oneflow. Afterward, any NetHunt contact can be added to the contract as participants. Finally, a comment is posted in the NetHunt deal with a link to the created contract.
When the status of a new NetHunt CRM deal is updated to "negotiating," a corresponding contract is generated automatically in Oneflow. Afterward, any NetHunt contact can be added to the contract as participants. Finally, a comment is posted in the NetHunt deal with a link to the created contract.
- When this happens...New or Updated Record in Filter
Triggers when a record matching a specific filter gets created or modified.
- automatically do this...Create Contract
Create a new Oneflow contract
- then do this...Find Record
Finds a record by ID or text query.
- then do this...Add Participant
Add a new participant to a Oneflow contract
- then do this!Create Comment
Creates new record comment.
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