PandaDoc + Xero
Create or update Xero contacts when PandaDoc documents are paid
Keep your accounting tasks efficient and updated with this seamless workflow between PandaDoc and Xero. Whenever a document is marked as paid in PandaDoc, this automation will create or update the contact information in Xero accordingly, ensuring your records remain accurate and up-to-date. Say goodbye to manual data entry and focus on more important aspects of your business.
Keep your accounting tasks efficient and updated with this seamless workflow between PandaDoc and Xero. Whenever a document is marked as paid in PandaDoc, this automation will create or update the contact information in Xero accordingly, ensuring your records remain accurate and up-to-date. Say goodbye to manual data entry and focus on more important aspects of your business.
- When this happens...Document Paid
Triggers when a document is paid.
- automatically do this!Create/Update Contact
Triggers when you add a new contact.
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