Create a SuperOffice CRM document action

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Steps

1. On the Zaps page, click Create. Then click on the Trigger step and choose the event that will start a Zap.

2. Click on the Action step to set up app, event, and account:

   • In the Action event section, select Create Document

   

3. Click Continue.

4. Fill out the mandatory fields Document, Template name and optionally other fields.

   

5. Click Test step to check that the action works.

   If the above steps were configured correctly, the response should consist of Document id, Company id, Company name, Contact id, Contact name, Project id, Project name, Sale id, Sale title, Template id, Template name, Completed?, Date, Our ref., Your ref., Title/Subject, Description, Owner id, Owner, Filename, Created date, Created by, Updated date, Update by.

   

Related content

• Update Document Action
• New Document Trigger
• Document Changed Trigger
• Create a SuperOffice CRM action - detailed steps