Create or update PandaDoc contacts when new clients are created in Jobber
Streamline your client management process with this efficient workflow. When a new client is created in Jobber, it instantly updates or creates a contact in PandaDoc. This saves time by eliminating manual data entry and ensures your PandaDoc contact list always includes your freshest leads from Jobber. Simplify and accelerate your client onboarding with this intuitive automation.
Streamline your client management process with this efficient workflow. When a new client is created in Jobber, it instantly updates or creates a contact in PandaDoc. This saves time by eliminating manual data entry and ensures your PandaDoc contact list always includes your freshest leads from Jobber. Simplify and accelerate your client onboarding with this intuitive automation.
- When this happens...New Client Created
Triggers when a client is created.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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