Update a Company in Zendesk-sell when Document Completed in Signwell
Stop Sequence Enrollment in Zendesk-sell when Document Completed in Signwell
Create product in a Catalog in Zendesk-sell when Document Completed in Signwell
Find a Task in Zendesk-sell when Document Completed in Signwell
Find a Person in Zendesk-sell when Document Completed in Signwell
Find a Lead in Zendesk-sell when Document Completed in Signwell
Find a Contact in Zendesk-sell when Document Completed in Signwell
Find a Deal Stage in Zendesk-sell when Document Completed in Signwell
Find a User in Zendesk-sell when Document Completed in Signwell
Find a Product in Catalog in Zendesk-sell when Document Completed in Signwell
Triggers when a document has been completed.
Triggers when a document is sent.
Triggers when a signer view a document for the first time.
Triggers when a new task is created
Triggers when a new note is created
Triggers when a new lead is created
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
Update a company by its ID
Stops the existing sequence enrollment.
Creates a product in a catalog
Find a task by task id
Find a person by person ID.
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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.
Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.
Learn MoreElevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.
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