Create notes in Follow Up Boss when new documents are sent in PandaDoc
Speed up your workflow with this straightforward automation. When a document is sent via PandaDoc, a note will be created within Follow Up Boss. This process helps ensure all necessary documentation is noted promptly, saving valuable time and reducing the risk of missing or forgetting important information. No manual entry required, make your document management more efficient and consistent.
Speed up your workflow with this straightforward automation. When a document is sent via PandaDoc, a note will be created within Follow Up Boss. This process helps ensure all necessary documentation is noted promptly, saving valuable time and reducing the risk of missing or forgetting important information. No manual entry required, make your document management more efficient and consistent.
- When this happens...Document Sent
Triggers when a document is sent.
- automatically do this!Create Note
Creates a note on a contact
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