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Generate a weekly client update doc in Google Docs using Monday CRM

Generate a weekly client update doc in Google Docs using Monday CRM

Generate a weekly client update doc in Google Docs using Monday CRM

Generate a weekly client update doc in Google Docs using Monday CRM

Generate a weekly client update doc in Google Docs using Monday CRM

Automatically creates and emails weekly client update reports by pulling project details from your CRM into professional documents.

Automatically creates and emails weekly client update reports by pulling project details from your CRM into professional documents.

Automatically creates and emails weekly client update reports by pulling project details from your CRM into professional documents.

APPS:

This Zapier workflow automates client updates via Monday CRM which generates a "Weekly" Client update document which pulls sub items from Monday CRM and populates it into a Google Document then automatically send its over to the clients "Contact" email. Super helpful as Monday doesn't support this kind of function natively.

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Custom document creation from CRM data with Dubsado and Google Docs

Custom document creation from CRM data with Dubsado and Google Docs

Custom document creation from CRM data with Dubsado and Google Docs

Account handoff when deal stage is updated

Dyan Meahl @ Zapier

Account handoff when deal stage is updated

Dyan Meahl @ Zapier

Account handoff when deal stage is updated

Dyan Meahl @ Zapier

Email Text File Copied into Master Spreadsheet

Email Text File Copied into Master Spreadsheet

Email Text File Copied into Master Spreadsheet

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