Google Docs + umsatz.io
Modify deal stages in umsatz.io and generate documents from templates in Google Docs
Streamline your document creation process with this umsatz.io to Google Docs workflow. When you change the stage of a deal in umsatz.io, a new document is generated from a template in Google Docs. This allows quick access to organized, stage-specific documentation for each deal, saving time and enhancing workflow efficiency.
Streamline your document creation process with this umsatz.io to Google Docs workflow. When you change the stage of a deal in umsatz.io, a new document is generated from a template in Google Docs. This allows quick access to organized, stage-specific documentation for each deal, saving time and enhancing workflow efficiency.
- When this happens...Modify the Stage of a Deal
Triggers when the deal stage of a deal changes.
- automatically do this!Create Document From Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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