Create or update PandaDoc contacts from new Airtable records in view
Efficiently manage your contacts by integrating Airtable with PandaDoc. With this workflow, every time a new record appears in your specified Airtable view, a contact will be created or updated in PandaDoc. This seamless automation saves time and ensures your contact information is always up-to-date in both platforms.
Efficiently manage your contacts by integrating Airtable with PandaDoc. With this workflow, every time a new record appears in your specified Airtable view, a contact will be created or updated in PandaDoc. This seamless automation saves time and ensures your contact information is always up-to-date in both platforms.
- 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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BaseRequired
TableRequired
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Include file contents?
Try ItBaseRequired
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Lookup FieldRequired
Secondary Lookup Field
Api Docs Info
HTTP MethodRequired
URLRequired
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
Limit to View
Include file contents?
Try ItCache Copy
BaseRequired
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RecordRequired
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Search by Field
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Search for Exact Match?
Search Formula
Limit to View
Include file contents?