Airtable + PandaDoc
Update Airtable records from changed PandaDoc document status
Stay on top of your documents with this simple yet efficient workflow. When document status changes in PandaDoc, it activates an automatic update or creation of a record in Airtable. This not only saves time but maintains a consistent data record, enabling more focused work on your documents without worrying about manual updates.
Stay on top of your documents with this simple yet efficient workflow. When document status changes in PandaDoc, it activates an automatic update or creation of a record in Airtable. This not only saves time but maintains a consistent data record, enabling more focused work on your documents without worrying about manual updates.
- When this happens...Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
- automatically do this!Create or Update Record
Updates an existing record if one exists, otherwise creates a new record.
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