Google Contacts + PandaDoc
Create groups in Google Contacts for new paid documents in PandaDoc
Stay organized and maintain your business connections effortlessly with this PandaDoc to Google Contacts workflow. When a document is marked as paid in PandaDoc, it will create a corresponding group in your Google Contacts. This allows you to easily manage client relationships and communication for completed transactions.
Stay organized and maintain your business connections effortlessly with this PandaDoc to Google Contacts workflow. When a document is marked as paid in PandaDoc, it will create a corresponding group in your Google Contacts. This allows you to easily manage client relationships and communication for completed transactions.
- When this happens...Document Paid
Triggers when a document is paid.
- automatically do this!Create Group
Triggers when a group is created.
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About Google Contacts
Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
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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.
