Flodesk + PandaDoc

Add Flodesk subscribers to segment when PandaDoc documents are completed

Streamline your document completion process with this efficient workflow. When a document is finished in PandaDoc, it immediately adds a new subscriber to a segment in Flodesk. This not only simplifies your task but also ensures your marketing efforts are timely and responsive to your client's actions. No more time wasted on manual data transfer, so you can focus more on creating powerful marketing strategies.

Streamline your document completion process with this efficient workflow. When a document is finished in PandaDoc, it immediately adds a new subscriber to a segment in Flodesk. This not only simplifies your task but also ensures your marketing efforts are timely and responsive to your client's actions. No more time wasted on manual data transfer, so you can focus more on creating powerful marketing strategies.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    FlodeskFlodesk
    Add Existing Subscriber to Segment

    Adds a subscriber to a segment. Note: the email address must already exist in Flodesk, or this zap will fail.

    ActionWrite
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Supported triggers and actions

    • 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
flodesk logo
flodesk logo

About Flodesk

Beginners and experts use Flodesk to create stunning emails that grow their business. Meet the most intuitive way to send emails and build workflows that convert.
Learn more

Related categories

  • Email Newsletters
pandadoc logo
pandadoc logo

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Learn more

Related categories

  • Documents

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