'update PandaDoc contacts when Karbon contacts are updated'
Keep your contact information up-to-date across all platforms with ease. This workflow springs into action when a person's contact details are updated in Karbon, and mirrors those changes in PandaDoc. This seamless integration ensures that your PandaDoc contact list reflects the most recent updates made in Karbon. Say goodbye to manual data entry and hello to efficient information changes.
Keep your contact information up-to-date across all platforms with ease. This workflow springs into action when a person's contact details are updated in Karbon, and mirrors those changes in PandaDoc. This seamless integration ensures that your PandaDoc contact list reflects the most recent updates made in Karbon. Say goodbye to manual data entry and hello to efficient information changes.
- When this happens...Person Contact Updated
Triggers when a person contact is updated.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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New Person Contact
Triggers when a new person contact is created.
Try ItNew Organization Contact
Triggers when a new organization contact is created.
Try ItFirst NameRequired
Last NameRequired
Client Identifier
Contact Type
Preferred Name
Salutation
Email Address
Address Line
City
State Province County
Zip Code
Country
Phone Number
NameRequired
Client Identifier
Contact Type
Website
Address Line
City
State Province County
Zip Code
Country
Phone Number
Person Contact Updated
Triggers when a person contact is updated.
Try ItOrganization Contact Updated
Triggers when an organization contact is updated.
Try ItIdRequired
First NameRequired
Last NameRequired
Client Identifier
Contact Type
Preferred Name
Salutation
Email Address
Address Line
City
State Province County
Zip Code
Country
IdRequired
NameRequired
Client Identifier
Contact Type
Website
Address Line
City
State Province County
Zip Code
Country
Phone Number