Digiclose

digiclose is an all in one sales automation platform for small sales teams, streamlining phone based selling, lead management, e signatures, and invoicing integrating with make com enables seamless workflow automation and data syncing with other business tools, boosting sales efficiency limited documentation we currently can't provide complete documentation for digiclose because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from digiclose and public sources to create detailed guides digiclose modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} add tags to a contact adds one or more tags to a selected contact to help organize and categorize them create a contact or update a contact adds a new contact, or updates an existing contact’s details if their email address or phone number already exists in your list create a product adds a new product to your store create a task creates a new task and assigns it to a specific user create a transaction creates a new transaction record in your account get a product information retrieves detailed information about a particular product you specify get a user information retrieves detailed information about a particular user list contact fields retrieves and displays all the available contact fields for your company list contacts retrieves a list of all contacts associated with your company list pipelines retrieves a list of all pipelines available in your company account list products displays a list of all products available in your company list tags retrieves a list of all tags associated with your company list task categories retrieves a list of all available task categories list teams retrieves a list of all the teams within your company list users retrieves a list of all users associated with your company account make an api call allows you to make a custom api request to the service using your authorized account remove tags from a contact removes selected tags from a specific contact in your list watch accepted offer triggers when a contact agrees to and accepts an offer you’ve sent them watch changed contacts triggers whenever any information in a contact’s profile is updated watch completed task triggers when a task is marked as completed, letting you take action whenever a task reaches its finished state watch contact deal phase changed triggers whenever a contact’s deal moves to a different phase, so you can stay updated on their progress watch created task triggers whenever a new task is added, so you can take action as soon as something needs to be done watch offer seen triggers when a contact views or opens a specific offer, letting you know they've shown interest watch tag added to contact triggers whenever a new tag is added to one of your contacts watch tag removed from contact triggers when a specific tag is deleted from a contact’s profile templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} digiclose resources you can have access to more resources related to this app on the following links https //community make com/search?q=digiclose https //digiclose ai https //digiclose io/help center https //www make com/en/integrations/digiclose help us improve this documentation have experience with digiclose? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone