BenchmarkONE + PandaDoc
Update PandaDoc contacts when new BenchmarkONE automation events occur
Easily streamline your contact management process with the BenchmarkONE and PandaDoc integration. Whenever a new automation event occurs in BenchmarkONE, it immediatly updates or creates a contact in PandaDoc. This workflow not only simplifies management but also saves valuable time, allowing you to focus on engaging and nurturing relationships with your contacts.
Easily streamline your contact management process with the BenchmarkONE and PandaDoc integration. Whenever a new automation event occurs in BenchmarkONE, it immediatly updates or creates a contact in PandaDoc. This workflow not only simplifies management but also saves valuable time, allowing you to focus on engaging and nurturing relationships with your contacts.
- When this happens...New Webhook Automation Event
Triggers when a webhook automation step is called.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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Webhook NameRequired
Try ItNote SubjectRequired
Note BodyRequired
Contact's Email AddressRequired
Email TypeRequired
Contact StatusRequired
First Name
Last Name
Created At
Copy To Company
Update Last Contacted Date?
Source
Try ItSource
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TagRequired
Email AddressRequired
Email TypeRequired
Contact StatusRequired
First Name
Last Name
Update Existing ContactRequired
Email AddressRequired
Email TypeRequired
Contact StatusRequired
First Name
Last Name
Title
Company
Temperature
Phone Number
Phone Number Type
Address Street
Address City
Address State
Address Zip
Address Country
Address Type
Social Media URL
Social Media Type
Instant Message Username
Instant Message Type
Website URL
Source
Tag to Add
Source
Document Status
Try ItSource
Try It
