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NetHunt CRM + PandaDoc

Update or create NetHunt CRM records whenever document status changes in PandaDoc

Streamline your workflow with this PandaDoc to NetHunt CRM integration. Whenever a document status changes in PandaDoc, a corresponding record will be created or updated in NetHunt CRM instantly. This ensures your customer relationship management is always up-to-date with the latest document changes, saving you time and enhancing efficiency in your document management.

Streamline your workflow with this PandaDoc to NetHunt CRM integration. Whenever a document status changes in PandaDoc, a corresponding record will be created or updated in NetHunt CRM instantly. This ensures your customer relationship management is always up-to-date with the latest document changes, saving you time and enhancing efficiency in your document management.

  1. When this happens...
    PandaDocPandaDoc
    Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

    TriggerInstant
  2. automatically do this!
    NetHunt CRMNetHunt CRM
    Create or Update Record

    Creates a new record or updates an existing one.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write
nethunt-crm logo
nethunt-crm logo

About NetHunt CRM

NetHunt CRM is a customer relationship management system for Gmail and Google Apps.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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pandadoc logo

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

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