Update records in Knack when document statuses change in PandaDoc
Experience seamless management of tasks between PandaDoc and Knack with this automated workflow. Once the status of a document changes in PandaDoc, a corresponding update will immediately occur in your Knack records. Simplify your document management process and enhance productivity with this easy-to-set-up, efficient process automation solution.
Experience seamless management of tasks between PandaDoc and Knack with this automated workflow. Once the status of a document changes in PandaDoc, a corresponding update will immediately occur in your Knack records. Simplify your document management process and enhance productivity with this easy-to-set-up, efficient process automation solution.
- When this happens...Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
- automatically do this!Update Record
Updates a record in your Knack database.
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