PandaDoc + Trello
Create or update PandaDoc contacts when cards are moved to a list in Trello
Easily manage your contacts when moving cards in Trello by updating PandaDoc contact information in just one step. With this automation, whenever a Trello card is moved to a specific list, the associated contact information will be created or updated in PandaDoc. Save time, stay organized, and never miss important client details again when using this efficient workflow.
Easily manage your contacts when moving cards in Trello by updating PandaDoc contact information in just one step. With this automation, whenever a Trello card is moved to a specific list, the associated contact information will be created or updated in PandaDoc. Save time, stay organized, and never miss important client details again when using this efficient workflow.
- When this happens...Card Moved to List
Triggers when a Card is moved to a List in Trello, inside the same Board.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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