Freshdesk + PandaDoc
Add notes to Freshdesk tickets when new PandaDoc documents are completed
Keep your customer service up to date with this automation workflow between PandaDoc and Freshdesk. Once a document is completed in PandaDoc, pertinent notes will be instantly added to a corresponding ticket in Freshdesk. Not only does this ensure your tickets have all the relevant documentation, but frees up time spent manually updating and tracking your service tickets. This seamless integration helps to streamline your customer support process and enhances team productivity.
Keep your customer service up to date with this automation workflow between PandaDoc and Freshdesk. Once a document is completed in PandaDoc, pertinent notes will be instantly added to a corresponding ticket in Freshdesk. Not only does this ensure your tickets have all the relevant documentation, but frees up time spent manually updating and tracking your service tickets. This seamless integration helps to streamline your customer support process and enhances team productivity.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Add Notes to a Ticket
Add Private or Public notes to a Freshdesk Support Ticket.
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