PandaDoc + Trello
Update Trello cards when new PandaDoc documents are paid
Keep your Trello cards up to date with this handy workflow. When a document is marked as paid in PandaDoc, it will automatically update the corresponding Trello card for better organization and visibility. Stay on top of your documents and ensure your team is always informed about the latest status.
Keep your Trello cards up to date with this handy workflow. When a document is marked as paid in PandaDoc, it will automatically update the corresponding Trello card for better organization and visibility. Stay on top of your documents and ensure your team is always informed about the latest status.
- When this happens...Document Paid
Triggers when a document is paid.
- automatically do this!Update Card
Update a card's name, description, due date, or position in list.
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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.
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