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Triggers when a document is sent.
Creates a contact
Send Reminder to document.
Creates a new Personal To-Do record in the system.
Adds a comment to a job.
Creates a new Job in the system.
Add a label to a Job,Quote,Invoice,Logged Expense,Company,Contact and User.
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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 MoreStreamtime is a project management and time tracking tool designed for creative teams. It helps streamline workflows, manage tasks, and track time efficiently, making it ideal for agencies and creative professionals.
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