Create or update PandaDoc contacts when new appointments occur in Square
Effortlessly manage your client information by connecting Square Appointments and PandaDoc. With this workflow, every time you schedule a new appointment in Square, a contact is created or updated in PandaDoc, ensuring that your client records are always up-to-date. This seamless integration saves you time and reduces manual data entry, allowing you to focus on providing a better customer experience.
Effortlessly manage your client information by connecting Square Appointments and PandaDoc. With this workflow, every time you schedule a new appointment in Square, a contact is created or updated in PandaDoc, ensuring that your client records are always up-to-date. This seamless integration saves you time and reduces manual data entry, allowing you to focus on providing a better customer experience.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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