Create documents in PandaDoc from new rows in SQL Server for seamless data management
Streamline your documents creation process with this efficient workflow. Each time a new row is added in your SQL Server application through a custom query, a document is immediately crafted in your PandaDoc app. This automation reduces manual effort and helps you maintain document consistency with up-to-date database information.
Streamline your documents creation process with this efficient workflow. Each time a new row is added in your SQL Server application through a custom query, a document is immediately crafted in your PandaDoc app. This automation reduces manual effort and helps you maintain document consistency with up-to-date database information.
- When this happens...New Row (Custom Query)
Triggered when new rows are returned from a custom query that you provide. Advanced Users Only
- automatically do this!Create Document
Create a document from a template.
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