Generate and update document with link when deal status changes in Salesmate
Generate and update document with link when deal status changes in Salesmate
Update your deals in Salesmate and trigger a webhook to generate and update a document link when a deal status changes to open in a specific pipeline and stage, ensuring timely access to critical information.
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Overview
Update your deals in Salesmate and trigger a webhook to generate and update a document link when a deal status changes to open in a specific pipeline and stage, ensuring timely access to critical information.