ActiveCampaign + PandaDoc
Create new PandaDoc documents when tags are added or removed from ActiveCampaign contacts
When a contact's tag in ActiveCampaign changes, this workflow swiftly generates a new document in PandaDoc. Distill your efforts and enhance efficiency by letting this process create documents for you. No more manual switching between platforms—turn your attention to the tasks that truly require your expertise.
When a contact's tag in ActiveCampaign changes, this workflow swiftly generates a new document in PandaDoc. Distill your efforts and enhance efficiency by letting this process create documents for you. No more manual switching between platforms—turn your attention to the tasks that truly require your expertise.
- When this happens...Tag Added or Removed From Contact
Triggers when a a Tag is added or removed from a Contact
- automatically do this!Create Document
Create a document from a template.
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Custom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try ItNew Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try ItListRequired
Try It
