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Create Document From Template in Signwell when New Account in Apollo
Create Document From Template in Signwell when Contact Updated in Apollo
Create Account in Apollo when Document Completed in Signwell
Create Contact in Apollo when Document Completed in Signwell
Create Deal in Apollo when Document Completed in Signwell
Create Task in Apollo when Document Completed in Signwell
Update Account in Apollo when Document Completed in Signwell
Find Contact in Apollo when Document Completed in Signwell
Update Contact in Apollo when Document Completed in Signwell
Update Deal in Apollo when Document Completed in Signwell
Triggers when a new account is created
Triggers when a new contact is created
Triggers when an existing account is updated
Triggers when a document has been completed.
Triggers when a document is sent.
Triggers when a signer view a document for the first time.
Creates a new account
Creates a new contact to your team's Apollo account.
Creates a new deals for an Apollo account
Creates a new task
Update an existing account
Find contact by combinations of names, job titles, employers (company names), and email addresses.
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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn MoreSignwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.
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