Create record in custom module in Freshsales Suite when new merged document is generated in Formstack Documents
Create record in custom module in Freshsales Suite when new merged document is generated in Formstack Documents
Create a record in your custom module when a new merged document is generated in Formstack Documents, linking it to the appropriate contact in Freshsales Suite for faster data management and improved customer tracking.
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Overview
Create a record in your custom module when a new merged document is generated in Formstack Documents, linking it to the appropriate contact in Freshsales Suite for faster data management and improved customer tracking.