Ontraport + PandaDoc
Create or update Ontraport contacts when new PandaDoc documents are paid
When a payment is confirmed for a document in PandaDoc, this workflow springs into action, updating or creating a new contact in Ontraport. This automation ensures your contact list is always up-to-date, thereby eliminating the need for manual data entry. No longer will you need to worry about missed communications because of outdated or missing information.
When a payment is confirmed for a document in PandaDoc, this workflow springs into action, updating or creating a new contact in Ontraport. This automation ensures your contact list is always up-to-date, thereby eliminating the need for manual data entry. No longer will you need to worry about missed communications because of outdated or missing information.
- When this happens...Document Paid
Triggers when a document is paid.
- automatically do this!Create or Update Contact
Creates or updates a contact in Ontraport.
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