CROSStrax + Docupilot
Create new Docupilot documents instantly when new CROSStrax cases are reported
Streamline your document creation process with this efficient workflow. Whenever a new case is reported in CROSStrax, a corresponding document is created in Docupilot, saving you the hassle of manual entries. This seamless integration ensures all relevant information is captured in real-time, improving your case management efficiency.
Streamline your document creation process with this efficient workflow. Whenever a new case is reported in CROSStrax, a corresponding document is created in Docupilot, saving you the hassle of manual entries. This seamless integration ensures all relevant information is captured in real-time, improving your case management efficiency.
- When this happens...New Case
Triggers when a new case generated.
- automatically do this!Create Document
Creates a new document from a specified template.
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New Case
Triggers when a new case generated.
Try ItNew Contact
Triggers when a contact is created.
Try ItNew Case Note
Triggers when new note added on case.
Try ItClient/Company NameRequired
Address 1
Address 2
City
State
Zip
Country
Phone
Fax
Website
New Client
Triggers when new client added.
Try ItNew Invoice
Triggers when a new invoice generated.
Try ItCase TypeRequired
Client/CompanyRequired
Contact: Email
Contact: First Name
Contact: Last Name
Claim NumberRequired
Date Referred
ServiceRequired
Due Date
Budget
Address 1
Address 2
city
State
Zip
Country
Comment
Phone
Description
Make
Model
Year
Color
Tag#
State
Vin
Comment
DocumentRequired
Provide Download URL Link?