Manage new Thinkific orders by creating or updating PandaDoc contacts
Easily manage your Thinkific course sales and PandaDoc contacts with this streamlined workflow. Whenever a new order is placed in Thinkific, the customer's information is sent to PandaDoc to create or update a contact. This automation saves you time and ensures your customer data stays up-to-date across both platforms.
Easily manage your Thinkific course sales and PandaDoc contacts with this streamlined workflow. Whenever a new order is placed in Thinkific, the customer's information is sent to PandaDoc to create or update a contact. This automation saves you time and ensures your customer data stays up-to-date across both platforms.
- When this happens...New Order
Triggers when a new purchase has been made.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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