Kartra + PandaDoc
Assign tags to Kartra leads when new documents are completed in PandaDoc
Streamline your lead management process with this workflow. Whenever a document is finalized in PandaDoc, it instantly assigns a tag to the corresponding lead in Kartra. This workflow not only helps you stay organized but also allows you to quickly track the progress of your leads. It's an effective way to ensure no lead goes unnoticed once the relevant document has been completed.
Streamline your lead management process with this workflow. Whenever a document is finalized in PandaDoc, it instantly assigns a tag to the corresponding lead in Kartra. This workflow not only helps you stay organized but also allows you to quickly track the progress of your leads. It's an effective way to ensure no lead goes unnoticed once the relevant document has been completed.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Assign Tag to Lead
Assign a lead to tags in your Kartra account.
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