Create or update PandaDoc contacts from completed Asana tasks
Stay on top of your completed tasks in Asana and streamline your customer management. With this workflow, whenever you mark a task as complete in Asana, a contact will be created or updated in PandaDoc. Save time and ensure your contact records are always up-to-date with this efficient automation.
Stay on top of your completed tasks in Asana and streamline your customer management. With this workflow, whenever you mark a task as complete in Asana, a contact will be created or updated in PandaDoc. Save time and ensure your contact records are always up-to-date with this efficient automation.
- When this happens...Completed Task
Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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