Microsoft Excel + PandaDoc
Create or update PandaDoc contacts from new Microsoft Excel rows
Streamline your contact management with this seamless workflow that activates when you add a new row in your Microsoft Excel spreadsheet and then updates or creates a contact in PandaDoc. This process ensures that your contact information remains consistent and up-to-date across both platforms. Save time and improve efficiency with this single-step automation.
Streamline your contact management with this seamless workflow that activates when you add a new row in your Microsoft Excel spreadsheet and then updates or creates a contact in PandaDoc. This process ensures that your contact information remains consistent and up-to-date across both platforms. Save time and improve efficiency with this single-step automation.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
