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Triggers when a document is sent.
Triggers when a new document is completed.
Triggers when a new deal is created.
Triggers when an existing deal is updated.
Triggers when a new note is created.
Triggers when a new activity is created.
Creates a contact
Finds and downloads a document
Send Reminder to 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.
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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.
Xodo Sign is a tool used to sign legally binding documents online on any device
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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