Create notes in Follow Up Boss when new documents are completed in PandaDoc
Enhance your sales process with this seamless workflow. Whenever a document is completed in PandaDoc, a corresponding note is immediately created in Follow Up Boss. This ensures relevant information is timely recorded for appropriate follow up activities, offering you a quick, efficient way of ensuring that no details are overlooked in your sales process.
Enhance your sales process with this seamless workflow. Whenever a document is completed in PandaDoc, a corresponding note is immediately created in Follow Up Boss. This ensures relevant information is timely recorded for appropriate follow up activities, offering you a quick, efficient way of ensuring that no details are overlooked in your sales process.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Create Note
Creates a note on a contact
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