Add records in Shape Software from newly completed PandaDoc documents
Looking for a good way to keep track of your PandaDoc customers? This Zapier automation with Shape Software and PandaDoc can help. This integration will add a Shape Software record for every new completed PandaDoc document.
Looking for a good way to keep track of your PandaDoc customers? This Zapier automation with Shape Software and PandaDoc can help. This integration will add a Shape Software record for every new completed PandaDoc document.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Create Record
Create a new record within the CRM
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