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ClickUp + PandaDoc

Create new ClickUp folders for completed PandaDoc documents

Stay organized and efficient with this automation that streamlines your workflow between PandaDoc and ClickUp. When a document is completed in PandaDoc, this workflow creates a new folder in ClickUp, making it easy to keep track of all your important documents in one place. Save time and stay focused on your main tasks, knowing your documents are well-managed and easily accessible.

Stay organized and efficient with this automation that streamlines your workflow between PandaDoc and ClickUp. When a document is completed in PandaDoc, this workflow creates a new folder in ClickUp, making it easy to keep track of all your important documents in one place. Save time and stay focused on your main tasks, knowing your documents are well-managed and easily accessible.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create Folder

    Triggers when new folders are created.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write
    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
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About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
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