Create or update Xero contacts from completed PandaDoc documents
Save time and keep your contacts up to date with this efficient workflow. When a document is completed in PandaDoc, it will create or update the contact information in Xero, ensuring your records stay current without manual effort. Take advantage of this seamless process to maintain accurate contact data across both platforms.
Save time and keep your contacts up to date with this efficient workflow. When a document is completed in PandaDoc, it will create or update the contact information in Xero, ensuring your records stay current without manual effort. Take advantage of this seamless process to maintain accurate contact data across both platforms.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Create/Update Contact
Triggers when you add a new contact.
- Free forever for core features
- 14 day trial for premium features & apps