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Creates a new template.
Creates a new contact.
Updates an existing envelope.
Sends an envelope to recipients.
Creates a new envelope from a template.
Triggers when a recipient signs.
Triggers when an envelope is voided.
Triggers when an envelope is declined.
Triggers when an envelope is fully signed.
Triggers when an envelope is sent.
Deletes an existing opportunity.
Deletes an existing organization.
Deletes an existing contact.
Updates an existing opportunity.
Updates an existing organization.
Updates an existing contact.
Creates a new opportunity.
Creates a new organization.
Creates a new contact.
Triggers when an opportunity is deleted.
Triggers when an organization is deleted.
Triggers when a contact is deleted.
Triggers when an opportunity is updated.
Triggers when an organization is updated.
Triggers when a contact is updated.
Triggers when a new opportunity is added.
Triggers when a new organization is created.
Creates a new template.
Creates a new contact.
Updates an existing envelope.
Sends an envelope to recipients.
Creates a new envelope from a template.
Triggers when a recipient signs.
Triggers when an envelope is voided.
Triggers when an envelope is declined.
Triggers when an envelope is fully signed.
Triggers when an envelope is sent.
Deletes an existing opportunity.
Deletes an existing organization.
Deletes an existing contact.
Updates an existing opportunity.
Updates an existing organization.
Updates an existing contact.
Creates a new opportunity.
Creates a new organization.
Creates a new contact.
Triggers when an opportunity is deleted.
Triggers when an organization is deleted.
Triggers when a contact is deleted.
Triggers when an opportunity is updated.
Triggers when an organization is updated.
Triggers when a contact is updated.
Triggers when a new opportunity is added.
Triggers when a new organization is created.
Creates a new template.
Creates a new contact.
Updates an existing envelope.
Sends an envelope to recipients.
Creates a new envelope from a template.
Triggers when a recipient signs.
Triggers when an envelope is voided.
Triggers when an envelope is declined.
Triggers when an envelope is fully signed.
Triggers when an envelope is sent.
Deletes an existing opportunity.
Deletes an existing organization.
Deletes an existing contact.
Updates an existing opportunity.
Updates an existing organization.
Updates an existing contact.
Creates a new opportunity.
Creates a new organization.
Creates a new contact.
Triggers when an opportunity is deleted.
Triggers when an organization is deleted.
Triggers when a contact is deleted.
Triggers when an opportunity is updated.
Triggers when an organization is updated.
Triggers when a contact is updated.
Triggers when a new opportunity is added.
Triggers when a new organization is created.
Seamlessly export data to your CRM, WMS, or database directly, or choose from XLS, CSV, or XML formats for offline use.
Seamlessly export data to your CRM, WMS, or database directly, or choose from XLS, CSV, or XML formats for offline use.
Use natural language to create and run workflows that interact with all your apps and data.
Connect your apps, databases and documents to create unified workflows that automate manual tasks.
Build and use custom LLMs to write texts, post responses and execute RAG workflows within apps.
DocuSign integration transforms workflows with fast, secure e-signatures, reducing paperwork and enhancing compliance.
Affinity integrates CRM workflows with relationship intelligence, boosting deal-making efficiency and data accuracy.
Nanonets prioritises the confidentiality and integrity of your data. As a testament to our commitment, we adhere to stringent compliance standards, including GDPR, SOC 2, and HIPAA. Privacy Policy
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Affinity CRM Data Automation Boost
Automate your Affinity CRM with AI to seamlessly integrate client data, enhance relationship management, and ensure accurate, strategic client interactions with DocuSign.
Automatically populate CRM fields, schedule follow-ups, and generate insights for strategic client engagement.
Enhance document management with Nanonets AI. Automatically categorize, tag, and store documents in Affinity, ensuring secure, efficient access and organization.
Nanonets AI analyzes document content, categorizes, tags, and prepares metadata for efficient storage and retrieval.