Customer Master Flow

Customer Master Flow

The Customer Master Flow is used by Sales Departments to automate the collection of customer data to a database.

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Pre-fill Customer Master Flow fields from a CRM, Spreadsheet or database records

Extract data from Customer Master Flow to a CRM, Spreadsheet or database

Archive Customer Master Flow to Google Drive, Dropbox, OneDrive and other cloud storage services

Assign recipients to fields and route the document automatically

Automate repetitive tasks in CRMs, G Suite, and other systems of record

Save an average of 8 hours per week with an automated Customer Master Flow workflow

Spend an average of 10 minutes to complete a Customer Master Flow document

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No-code automation, integrations, configuration and distribution of Customer Master Flow

  • Add additional fillable fields to Customer Master Flow

    Workflow document feature example Workflow document feature example

  • Embed fillable Customer Master Flow in your website or distribute it via a public link

    Workflow document feature example Workflow document feature example

  • Collect payments for Customer Master Flow

    Workflow document feature example Workflow document feature example

  • Authenticate recipients for Customer Master Flow

    Workflow document feature example Workflow document feature example

  • Request attachments for Customer Master Flow from recipients

    Workflow document feature example Workflow document feature example

  • Integrate Customer Master Flow with dynamic web-forms

    Workflow document feature example Workflow document feature example

  • Auto-generate documents from data in Customer Master Flow

    Workflow document feature example Workflow document feature example
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Documents & Forms included:
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