Coda + PandaDoc
Update rows in Coda when document status changes in PandaDoc
Streamline your document management and data organization process. With this workflow, when the status of a document is updated in PandaDoc, it will correspondingly update a row in Coda. This ensures your information remains consistent across platforms, saving you the manual effort of tracking and updating document status changes. A perfect solution for businesses looking to enhance efficiency in data management and coordination.
Streamline your document management and data organization process. With this workflow, when the status of a document is updated in PandaDoc, it will correspondingly update a row in Coda. This ensures your information remains consistent across platforms, saving you the manual effort of tracking and updating document status changes. A perfect solution for businesses looking to enhance efficiency in data management and coordination.
- When this happens...Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
- automatically do this!Upsert Row
Creates a new row or updates an existing row in the selected table by comparing incoming data against existing rows.
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