HubSpot integration with Leeway
How to Generate contracts in Leeway for new won deals in HubSpot
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Generate contracts in Leeway for new won deals in HubSpot" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Leeway integrations
Leeway actions
Nekton can use any feature that is available in Leeway API.
Using our advanced AI, you can easily create custom automations for Leeway.
Here are some typical actions you can do in your automated workflows.
Create Contract
Creates a contract
About Leeway
The new way to manage your contracts. Leeway helps companies reduce the time spent on contract management and gives them more control and visibility over legal and financial risks.