Create Oneflow contracts when Sellsy opportunity status changes
This integration allows you to streamline your sales process by creating Oneflow contracts whenever the status of a Sellsy opportunity changes. With this automation, you can easily create Oneflow contracts to your clients without any manual data entry or document creation.
This integration allows you to streamline your sales process by creating Oneflow contracts whenever the status of a Sellsy opportunity changes. With this automation, you can easily create Oneflow contracts to your clients without any manual data entry or document creation.
- When this happens...Updated Opportunity Status
Triggers when the status is changed on an opportunity.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Create Contract
Create a new Oneflow contract
- then do this...Add Participant
Add a new participant to a Oneflow contract
- then do this!Create Annotation
Creates a new annotation.
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