Create or update PandaDoc contacts when new customers are added in Square
Whenever a new customer signs up in Square, this workflow ensures their contact details are instantly added or updated in PandaDoc. This direct link makes it seamless to maintain a current client list in PandaDoc, saving you the hassle of manual data entry. With this automation, you're provided with a swift and efficient way to keep your customer data organized and up-to-date.
Whenever a new customer signs up in Square, this workflow ensures their contact details are instantly added or updated in PandaDoc. This direct link makes it seamless to maintain a current client list in PandaDoc, saving you the hassle of manual data entry. With this automation, you're provided with a swift and efficient way to keep your customer data organized and up-to-date.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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