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Triggers when a new Microsoft Word document is created.
Triggers when new document is created.
Triggers when a new lead is created
Triggers when a new contact is created
Triggers when a new customer is added
Triggers when a new estimate is created
Creates a new Microsoft Word document from a template or blank.
Get an all existing document.
Creates a new lead
Creates a new contract
Creates a new customer in the system
Creates a new estimate in the system
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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.
Microsoft Word is a powerful word processing application that allows users to create, edit, and format documents with ease. It offers a wide range of features including text formatting, spell check, and the ability to insert images and tables, making it an essential tool for both personal and professional document creation.
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