Documently and Salesflare
How to connect Documently
- Via Zapier — 3 operations available. Set it up ↗
What you can automate
- When new Contact Login in Documently, find or create contact in Salesflare.
About Documently
Documently makes it easy to collect documents using industry-specific templates. Entire Document collection lifecycle in one place.
Documently operations on Zapier
Triggers (3)
Start a workflow when this happens
- Checklist Approved — Triggers when a file is approved for the checklist.
- Checklist Upload — Triggers when a new file uploaded for the checklist.
- New Contact Login — Triggers when a new contact Login.
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