Google Sheets + Revolear
Create Google Sheets rows for new agreements sent for signature in Revolear
Whenever an agreement is set for signature in Revolear, this workflow will speed up your process by immediately creating a new row on your Google Sheets spreadsheet. This way, you can effortlessly keep track of essential documents, rather than spending time manually organizing your agreements. This automation brings both consistency and efficiency to your document management, ensuring your spreadsheets are always up-to-date.
Whenever an agreement is set for signature in Revolear, this workflow will speed up your process by immediately creating a new row on your Google Sheets spreadsheet. This way, you can effortlessly keep track of essential documents, rather than spending time manually organizing your agreements. This automation brings both consistency and efficiency to your document management, ensuring your spreadsheets are always up-to-date.
- When this happens...Agreement Sent for Signature
Triggers when a user sends an agreement for Signature.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Customer Comment Received
Triggers when a Contact sends a comment on a proposal or agreement.
Try ItAgreement Signature Complete
Triggers when all signatories when completed the signature process for an agreement.
Try ItShare Proposal or Agreement
Triggers when a version of a proposal or agreement is shared with a customer.
Try ItSubmit Form
Triggers when a form is submitted
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Deal Created
Triggers when a new deal is created.
Try ItAgreement Sent for Signature
Triggers when a user sends an agreement for Signature.
Try ItPublish Proposal
Triggers when a proposal is published.
Try ItCustomer Suggestion Received
Triggers when a Contact sends a suggestion on a proposal or agreement.
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