Create new Copilot clients from completed PandaDoc documents
Automate your client management by creating a seamless workflow between PandaDoc and Copilot. When a document is completed in PandaDoc, it triggers the creation of a new client in your Copilot application. This simplifies your process by reducing manual data entry and ensures a timely response for your newly on-boarded clients.
Automate your client management by creating a seamless workflow between PandaDoc and Copilot. When a document is completed in PandaDoc, it triggers the creation of a new client in your Copilot application. This simplifies your process by reducing manual data entry and ensures a timely response for your newly on-boarded clients.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Create Client
Creates a new client.
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