Generate draft emails in Microsoft Office 365 when documents are paid in PandaDoc
Streamline your document processing routine with this workflow. As soon as a document receives payment in PandaDoc, it kickstarts the creation of a draft email in Microsoft Office 365. This system not only fast-tracks your response time, but also ensures immediate communication following a completed transaction, adding efficiency to your business operations.
Streamline your document processing routine with this workflow. As soon as a document receives payment in PandaDoc, it kickstarts the creation of a draft email in Microsoft Office 365. This system not only fast-tracks your response time, but also ensures immediate communication following a completed transaction, adding efficiency to your business operations.
- When this happens...Document Paid
Triggers when a document is paid.
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
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