Create new Airtable records when PandaDoc documents are completed
Streamline your document management process using this custom solution. Whenever a document is finalized in PandaDoc, it will initiate a new record in Airtable. This effortless workflow offers a simple and efficient way of keeping your records up-to-date, saving you time and ensuring no completed documents fall through the cracks. Make your process more efficient, with the confidence that every completed document is immediately recorded in your database.
Streamline your document management process using this custom solution. Whenever a document is finalized in PandaDoc, it will initiate a new record in Airtable. This effortless workflow offers a simple and efficient way of keeping your records up-to-date, saving you time and ensuring no completed documents fall through the cracks. Make your process more efficient, with the confidence that every completed document is immediately recorded in your database.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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