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Trigger when a new document is created.
Triggers when a new contract is created
Triggers when a new customer is added
Triggers when a new lead is created
Triggers when a new project is created
Triggers when a new task is created
create a new document with text.
Append text to an existing document.
Upload a document using a file URL.
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
Get content of document by its id.
Creates a new lead
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
Learn MorePerfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
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