Update contacts in EmailOctopus when new documents are completed in PandaDoc
Ease your workflow and save time with this integration. When a document is completed in PandaDoc, it creates or updates a contact in EmailOctopus. This ensures that your contact list is always updated with recent document completions. Enhance your efficiency by combining these powerful tools into one seamless process.
Ease your workflow and save time with this integration. When a document is completed in PandaDoc, it creates or updates a contact in EmailOctopus. This ensures that your contact list is always updated with recent document completions. Enhance your efficiency by combining these powerful tools into one seamless process.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Add/Update Contact
Adds a new contact to a list, or optionally updates an existing contact.
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