Create or update PandaDoc contacts from new signed Jotform documents
Effortlessly manage your contacts with this Jotform to PandaDoc integration. Every time a new document is signed in Jotform, the workflow will either create or update a contact in PandaDoc. This way, you can easily add new clients or manage current ones without tedious manual data entry, keeping your contact list always up-to-date.
Effortlessly manage your contacts with this Jotform to PandaDoc integration. Every time a new document is signed in Jotform, the workflow will either create or update a contact in PandaDoc. This way, you can easily add new clients or manage current ones without tedious manual data entry, keeping your contact list always up-to-date.
- When this happens...New Signed Document
Triggers when a signed document is received.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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