DocTemple + Hipcall Integration

DocTemple

DocTemple converts .csv into .docx documents and fills thousands of .docx documents within seconds.

When this happens (Triggers)

Do this (Actions)

Create task
Creates a new task.
Update task
Updates an existing task.
Create contact
Creates a new contact.
Update contact
Updates an existing contact.
Create company
Creates a new company.
Update company
Updates an existing company.
Create deal
Creates a new deal.
Update deal
Updates an existing deal.
Call init
When a call start.
Call hangup
When the call hangup.
Create callback
When the caller create a new callback request.
DocTemple
Generate Document
Generates document based on provided .csv data and .docx template.