CompanyHub + Filestage Integration

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CompanyHub + Filestage Integration
1.
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
  • Filestage
    File is created in Filestage
  • Filestage
    File is approved in Filestage
  • Filestage
    Review decision is submitted in Filestage
  • Filestage
    Project is created in Filestage
  • Filestage
    Step is created in Filestage
2.
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create record (Custom Table) in CompanyHub
  • CompanyHub
    Update record in CompanyHub
  • CompanyHub
    Search record in CompanyHub
  • CompanyHub
    Get record by id in CompanyHub
  • CompanyHub
    Create deal in CompanyHub
  • CompanyHub
    Search deal in CompanyHub
  • CompanyHub
    Create company in CompanyHub
  • CompanyHub
    Search company in CompanyHub
  • CompanyHub
    Create task in CompanyHub
  • CompanyHub
    Search task in CompanyHub
  • CompanyHub
    Create note in CompanyHub
  • CompanyHub
    Create quote in CompanyHub
  • CompanyHub
    Create sales order in CompanyHub
  • CompanyHub
    Delete record in CompanyHub
  • Filestage
    Create project in Filestage
  • Filestage
    Upload file in Filestage
  • Filestage
    Create step in Filestage
  • Filestage
    Add reviewer to step in Filestage
  • Filestage
    Create comment in Filestage
  • Filestage
    Archive/Unarchive project in Filestage
  • Filestage
    Move file to step in Filestage
  • Filestage
    Create folder in Filestage
  • Filestage
    Search comment by file in Filestage
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CompanyHub is a cloud-based solution for seamless sales and marketing automation. It helps businesses manage their sales pipelines from lead generation to campaign execution, and eventually, to sales closure.

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Say goodbye to sluggish email-based file sharing. Filestage organizes all files in a central location for all users to access and easily track changes across multiple versions.

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