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PandaDoc + SugarCRM

Update records in SugarCRM when new documents are completed in PandaDoc

Never miss a beat on your customer interactions with this efficient workflow. Whenever a document is completed in PandaDoc, you can instantly reflect this update in SugarCRM. This setup ensures your customer records in SugarCRM are consistently up-to-date with the latest actions, enhancing efficiency and cohesive tracking across your business operations.

Never miss a beat on your customer interactions with this efficient workflow. Whenever a document is completed in PandaDoc, you can instantly reflect this update in SugarCRM. This setup ensures your customer records in SugarCRM are consistently up-to-date with the latest actions, enhancing efficiency and cohesive tracking across your business operations.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    SugarCRMSugarCRM
    Update Record

    Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Source

    Trigger
    Instant
    Try It

    • Source

    Trigger
    Instant
    Try It

    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write

    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write

    • Source

    • Document Status

    Trigger
    Instant
    Try It

    • Source

    Trigger
    Instant
    Try It

    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Learn moreHelp

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About SugarCRM

SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn moreHelp

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