Intercom + PandaDoc
Create PandaDoc documents when new tags are added to Intercom users
When a new tag is added to a user in Intercom, streamline your document creation process in PandaDoc. This automation will create a new document in PandaDoc whenever a user gets a new tag in Intercom. It's perfect for keeping track of important updates and making sure your documentation is always up-to-date.
When a new tag is added to a user in Intercom, streamline your document creation process in PandaDoc. This automation will create a new document in PandaDoc whenever a user gets a new tag in Intercom. It's perfect for keeping track of important updates and making sure your documentation is always up-to-date.
- When this happens...Tag Added to User
Triggers when a User is tagged.
- automatically do this!Create Document
Create a document from a template.
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- 14 day trial for premium features & apps
About Intercom
Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.
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About PandaDoc
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.
