Bounsel and Salesflare

How to connect Bounsel

Bounsel: AI-powered contract lifecycle management software. Effortlessly create, collaborate, review, store, approve, sign, and analyze contracts.

Start a workflow when this happens

Things Salesflare can make it do

Create Document From Template — Create a document from a template based on a chosen trigger.
Update Document Status — Update the document status based on a chosen trigger.
Update Document Variables — Update document variables based on a chosen trigger.

Look up existing records

Download Document PDF — Download a document in base64 or binary or get an URL based on a chosen trigger.
Export Document Variables — Export a list of variables from a document based on a chosen trigger.
Retrieve Document — Retrieves a Document based on a chosen trigger.
Retrieve Template — Retrieves a Template based on a chosen trigger.
Search Documents — Search documents in your workspace based on a chosen trigger.

Online word processor.

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Google Slides allows you to create, edit, and share presentations with anyone, online, for free.

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Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.