Create new Trello cards when documents are sent in PandaDoc
Streamline your documentation and project management process with this efficient workflow. When a document is sent via PandaDoc, a new card will be instantly created in your Trello board. This automation not only saves time but ensures you keep track of all important documents shared with clients or team members, enhancing your productivity and organization.
Streamline your documentation and project management process with this efficient workflow. When a document is sent via PandaDoc, a new card will be instantly created in your Trello board. This automation not only saves time but ensures you keep track of all important documents shared with clients or team members, enhancing your productivity and organization.
- When this happens...Document Sent
Triggers when a document is sent.
- automatically do this!Create Card
Triggers when a new card is added.
- Free forever for core features
- 14 day trial for premium features & apps