PandaDoc + Square
Create or update PandaDoc contacts for new Square orders
Effortlessly manage your customer information between Square and PandaDoc with this seamless workflow. Whenever a new order is placed in the Square app, this automation will create or update the corresponding contact in the PandaDoc app. Stay up-to-date with your customer details and streamline your sales process, ensuring a well-organized and efficient experience.
Effortlessly manage your customer information between Square and PandaDoc with this seamless workflow. Whenever a new order is placed in the Square app, this automation will create or update the corresponding contact in the PandaDoc app. Stay up-to-date with your customer details and streamline your sales process, ensuring a well-organized and efficient experience.
- When this happens...New Order
Triggers when a new order is processed.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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