Free Forever Plan
No Credit Card Required
Affordable. Reliable. Actually, it is enjoyable.
OttoKit helps you automate the boring, the repetitive, and the “ugh, not again” stuff - so you can focus on what actually matters.
Get Started For FreeOttoKit helps you automate the boring, the repetitive, and the “ugh, not again” stuff - so you can focus on what actually matters.
Get Started For FreeTrusted by 100K+ Users
4.9 Excellent Rating
World Class Support Team
Free Forever Plan
No Credit Card Required
Trigger : Close
Opportunity Status Changed
Action : Docupilot
Generate Document from Template
Get more out of Close and Docupilot with OttoKit. Visually integrate Close and Docupilot into any workflow, eliminating the need for coding. Try it today and streamline your business!
OttoKit makes it easy to connect Close and Docupilot to all your favorite tools. Set up "triggers" that react to specific events in Close and Docupilot, and "actions" that move your data where it needs to go. Sync information between Close and Docupilot and 1060+ apps with triggers and actions.
Close is a customer relationship management software that provides an overview of all your sales processes and activities. It automatically organizes your sales activities which include calls, emails, reminders, and more.
Docupilot is a versatile document automation tool that generates PDFs, Word files, presentations, contracts, invoices, and more using data from online services.
