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Triggers when a new company is created.
Create a new category.
Moves a document to archive. Can be restored later.
Create a new contact and use it to create document recipients.
Create a new document.
Create a new product and use it quickly add products to pricing tables in documents.
Create a recipient in the document. If the email does not match with existing contact, a new contact will be created also.
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
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.
DocuMocu is a comprehensive document management platform designed to streamline the creation, storage, and sharing of documents. It offers robust features for collaboration, version control, and secure access, making it an ideal solution for businesses and individuals looking to enhance their document workflows.
Learn MoreSuiteDash is an all-in-one business software platform designed to streamline and automate various business processes, including CRM, project management, invoicing, and client portals. It is tailored to help businesses enhance their productivity and improve client interactions by providing a comprehensive suite of tools in a single platform.
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