Create new GetAccept documents when deal tasks are completed in ActiveCampaign
Streamline your document creation process seamlessly. This workflow springs into action when a deal task is completed in ActiveCampaign, immediately generating a new document in GetAccept. Take the hassle out of manually creating documents, saving time and increasing efficiency. This automation ensures a smooth transition between task completion and document production, enhancing your overall productivity.
Streamline your document creation process seamlessly. This workflow springs into action when a deal task is completed in ActiveCampaign, immediately generating a new document in GetAccept. Take the hassle out of manually creating documents, saving time and increasing efficiency. This automation ensures a smooth transition between task completion and document production, enhancing your overall productivity.
- When this happens...Deal Task Completed
Triggers when a deal task has been completed.
- automatically do this!Create Document
Creates a new document and sends for signing.
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Custom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try ItNew Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try ItListRequired
Try It