Goal
Useing “HighLevel LeadConnector” module I want to “Watch Opportunities” for when a Contact is moved to a specific pipeline stage.
I then want to take the contact name, business name & address data and fill a MS Word Template with this data.
I’ve been able to complete the initial steps I now need help getting the data in to the Word Template.
If anyone can point me to any resources I would be really grateful.
Thank you
Hi @martinjacksonuk Here is how I use it:
Prepare your MS Word Template on your MS Sharepoint Drive (or other equivalent)
Inside the Word Template fill the fields you want to populate for example Customer First Name: {{CustomerFirstName}} - basically delimit whatever you want to dynamically populate between {{}}
Add a File Download module, for example Sharepoint as below:
Then use the Module: Microsoft Word Templates - Fill out a document
Use the previous module as the source
Use “Key” the same as what you put in your Word File delimited by {{}}
In “Value” - use whatever you want to fill in the Word Doc coming from your “HighLever LeadConnector”
So it would look like this:
The next module could be either Send Email or Upload a File to SharePoint, whatever you would like to do with the File after its populated.
Below for example is a next module which is uploading the File to a certain SharePoint folder:
Hope this helps 
