Invite users in Heartbeat when documents are completed in PandaDoc
Streamline your document management process with this PandaDoc and Heartbeat integration. Whenever a document is finalized in PandaDoc, this workflow invites users in Heartbeat, reducing the need for manual updates and promoting timely communication within the team. Experience better coordination and efficient document handling with this seamless process.
Streamline your document management process with this PandaDoc and Heartbeat integration. Whenever a document is finalized in PandaDoc, this workflow invites users in Heartbeat, reducing the need for manual updates and promoting timely communication within the team. Experience better coordination and efficient document handling with this seamless process.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Invite Users
Send an email to new users, inviting them to join Heartbeat. If a pre-approved invitation link is selected, the email will be approved automatically.
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