Initiate Docubee workflow instances for updated Streak contacts
Keep your Streak contacts and Docubee workflows seamlessly connected with this automation. Whenever a contact is updated in Streak, it will trigger a new workflow instance in Docubee. This ensures that your workflows always stay in sync with your contact updates, saving you time and effort in managing both platforms.
Keep your Streak contacts and Docubee workflows seamlessly connected with this automation. Whenever a contact is updated in Streak, it will trigger a new workflow instance in Docubee. This ensures that your workflows always stay in sync with your contact updates, saving you time and effort in managing both platforms.
- When this happens...Updated Contact
Triggered when a contact is updated.
- automatically do this!Start a Workflow Instance
Sends data to start an OnTask Workflow Template
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