PandaDoc + SmartSuite

Create or update PandaDoc contacts when new SmartSuite records are added

Effortlessly keep your contacts up to date in PandaDoc with this efficient workflow. When a new record is created in SmartSuite, it will automatically create or update the corresponding contact in PandaDoc, ensuring your information remains consistent across both platforms. Save time and reduce the chance of errors with this seamless connection between SmartSuite and PandaDoc.

Effortlessly keep your contacts up to date in PandaDoc with this efficient workflow. When a new record is created in SmartSuite, it will automatically create or update the corresponding contact in PandaDoc, ensuring your information remains consistent across both platforms. Save time and reduce the chance of errors with this seamless connection between SmartSuite and PandaDoc.

  1. When this happens...
    SmartSuiteSmartSuite
    Create Record

    Triggers when new record is created.

    TriggerInstant
  2. automatically do this!
    PandaDocPandaDoc
    Create or Update Contact

    Create a new contact or update an existing one.

    ActionWrite
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Supported triggers and actions

    • SolutionRequired

    • TableRequired

    Trigger
    Instant
    Try It
    • SolutionRequired

    • TableRequired

    Action
    Write
    • SolutionRequired

    Action
    Write
    • Source

    Trigger
    Instant
    Try It
    • SolutionRequired

    • TableRequired

    Trigger
    Instant
    Try It
    • SolutionRequired

    Action
    Write
    • SolutionRequired

    • TableRequired

    • RecordRequired

    Action
    Write
    • Source

    • Document Status

    Trigger
    Instant
    Try It
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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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About SmartSuite

SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.

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