Instruction for workflow
Our AI-Workflow-Builder turns your business logic into a live automation sequence instantly, connecting your favorite apps with a single, clear command.
Describe Your Automation:
Enter your entire workflow logic as one prompt: "Create a workflow to send a contract via DocuSign when a deal is marked 'Closed Won' on Zoho CRM."
AI Scaffolds the Integration:
The AI instantly builds the full, multi-step sequence, identifying the Zoho CRM trigger and the necessary DocuSign action.
One-Click Customization:
The generated workflow is presented on the canvas, allowing you to easily click and update the Zoho and DocuSign credentials and specific contract parameters.
Test Your Live Connection:
Use the built-in test feature to simulate a "Closed Won" event in your CRM to ensure the contract is successfully generated and sent for e-signature.
Activate and Automate:
Once validated - the system will automatically handle contract sending for every closed deal, saving you manual effort.
Last updated