PandaDoc + Trello
Create Trello cards for newly paid PandaDoc documents
Ensure timely project updates with this workflow that connects PandaDoc and Trello. When a document is marked as paid in PandaDoc, a new card will be created in Trello, keeping your team informed about the payment status. This automation streamlines your process, bringing together your document management and project tracking for seamless collaboration.
Ensure timely project updates with this workflow that connects PandaDoc and Trello. When a document is marked as paid in PandaDoc, a new card will be created in Trello, keeping your team informed about the payment status. This automation streamlines your process, bringing together your document management and project tracking for seamless collaboration.
- When this happens...Document Paid
Triggers when a document is paid.
- automatically do this!Create Card
Triggers when a new card is added.
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