ConnectWise Manage + PandaDoc
Create or update PandaDoc contacts from new or updated ConnectWise Manage contacts
Effortlessly keep contact information updated between ConnectWise Manage and PandaDoc with this powerful workflow. Whenever a contact is added or updated in ConnectWise Manage, this automation will create or update the corresponding contact in PandaDoc, ensuring your sales and marketing teams always have accurate details at their fingertips. Stay organized and save time by streamlining your contact management process.
Effortlessly keep contact information updated between ConnectWise Manage and PandaDoc with this powerful workflow. Whenever a contact is added or updated in ConnectWise Manage, this automation will create or update the corresponding contact in PandaDoc, ensuring your sales and marketing teams always have accurate details at their fingertips. Stay organized and save time by streamlining your contact management process.
- When this happens...New/Updated Contact
Triggers when a contact is created or updated.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItCompany NameRequired
IdentifierRequired
TypeRequired
StatusRequired
Site NameRequired
Address 1
Address 2
City
State
Zip Code
Country Name
Phone Number
Website
Market
Source
Number of Employees
Territory
SummaryRequired
CompanyRequired
Record TypeRequired
Priority
New, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try ItFirst NameRequired
Last NameRequired
Title
Email
Default Email
Phone Number
Default Phone
Phone Type
Type
Company
Primary Contact
Relationship
Department
Address 1
Address 2
City
State
Zip Code
Country Name
Ticket TypeRequired
TextRequired
Detail Description
Internal Analysis
Resolution
