Create PandaDoc documents for new Square appointments
Effortlessly streamline your appointment scheduling and document creation process with this workflow. When a new appointment is scheduled in Square, it will trigger the creation of a document in PandaDoc, saving you time and reducing manual work. Stay organized and efficient by automating this essential business task.
Effortlessly streamline your appointment scheduling and document creation process with this workflow. When a new appointment is scheduled in Square, it will trigger the creation of a document in PandaDoc, saving you time and reducing manual work. Stay organized and efficient by automating this essential business task.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create Document
Create a document from a template.
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