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Triggers When a new Document is created.
New Client Created.
New item created.
Payment Created.
Categories created in space invoice apollo.
Triggers when a new deal is created.
Create a new Document
Create a new person.
Finds a user by name, email, or id.
Finds a deal by any field. Optionally, create a deal if none are found.
Finds a lead by title or field value. Optionally, create a lead if none are found.
Finds an existing person.
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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.
Space-Invoices / Apollo is a comprehensive invoicing and billing solution designed for businesses of all sizes. It streamlines the process of creating, sending, and managing invoices, ensuring efficient financial operations.
Learn MorePipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.
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