Create donations in Cause.Company when documents are completed in PandaDoc
Easily streamline your donation creation process with this workflow. When a document is completed in PandaDoc, this automation creates a new donation in the Cause.Company app. It's a great way to seamlessly integrate your document management with your fundraising initiatives, saving you valuable time and effort.
Easily streamline your donation creation process with this workflow. When a document is completed in PandaDoc, this automation creates a new donation in the Cause.Company app. It's a great way to seamlessly integrate your document management with your fundraising initiatives, saving you valuable time and effort.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Create Donation
Creates a new donation.
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