Tag contacts in Keap when document status changes in PandaDoc
This workflow springs into action when a document's status changes inside PandaDoc. It seamlessly tags a contact within the Keap app, lending simplicity and efficiency to your customer relationship management process. Streamline your document tracking and client tagging tasks with this smart and proficient system. It's the perfect solution to maintain accurate tagging for ever-changing file statuses.
This workflow springs into action when a document's status changes inside PandaDoc. It seamlessly tags a contact within the Keap app, lending simplicity and efficiency to your customer relationship management process. Streamline your document tracking and client tagging tasks with this smart and proficient system. It's the perfect solution to maintain accurate tagging for ever-changing file statuses.
- When this happens...Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
- automatically do this!Tag Contact
Apply tags to a contact.
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