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PandaDoc + Wave

Create Wave customers from new PandaDoc documents sent

Effortlessly streamline your client onboarding process with this PandaDoc to Wave automation. Whenever a document is sent in PandaDoc, this workflow will create a new customer in Wave, saving you valuable time and ensuring all your client information is up to date in both platforms. Boost your efficiency and keep your records consistent without the need for manual data entry.

Effortlessly streamline your client onboarding process with this PandaDoc to Wave automation. Whenever a document is sent in PandaDoc, this workflow will create a new customer in Wave, saving you valuable time and ensuring all your client information is up to date in both platforms. Boost your efficiency and keep your records consistent without the need for manual data entry.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    TriggerInstant
  2. automatically do this!
    WaveWave
    Create Customer

    Creates a customer in a business that you choose.

    ActionWrite
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Supported triggers and actions

    • Source

    Trigger
    Instant
    Try It

    • Source

    Trigger
    Instant
    Try It

    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write

    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write

    • Source

    • Document Status

    Trigger
    Instant
    Try It

    • Source

    Trigger
    Instant
    Try It

    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write