Create or update PandaDoc contacts from new Airtable records
Save time and keep your contacts organized with this seamless Airtable to PandaDoc automation. Whenever you add a new record in Airtable, the workflow ensures that a corresponding contact is created or updated in PandaDoc. Stay on top of your contact information while eliminating manual data entry, so you can focus on what matters most in your business.
Save time and keep your contacts organized with this seamless Airtable to PandaDoc automation. Whenever you add a new record in Airtable, the workflow ensures that a corresponding contact is created or updated in PandaDoc. Stay on top of your contact information while eliminating manual data entry, so you can focus on what matters most in your business.
- When this happens...New Record
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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Try ItBaseRequired
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Lookup FieldRequired
Secondary Lookup Field
Api Docs Info
HTTP MethodRequired
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Query String Parameters
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Body
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Help Text
Which timestamp field should this Zap use to check for updates?Required
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Try ItCache Copy
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RecordRequired
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Search by Field
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Search for Exact Match?
Search Formula
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Include file contents?