Triggers when a new Microsoft Word document is created.
Triggers when new document is created.
Creates a new contact in Sellsy.
Creates a New Task.
Creates a new opportunity
Find an Existing Contact.
Creates a new contact or update an existing contact.
Find an Existing Company.
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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.
Sellsy is a comprehensive business management platform that offers tools for CRM, invoicing, accounting, and project management, designed to streamline operations and enhance productivity for businesses of all sizes.
Learn MoreMicrosoft 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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