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.
- When this happens...Create Record
Triggers when new record is created.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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