Create or update PandaDoc contacts when new Xero contacts are added
Keep your contact information up-to-date with this convenient Xero and PandaDoc workflow. Whenever you add a new contact in Xero, this automation will create or update a corresponding contact in PandaDoc, ensuring your contact data is always in sync between both platforms. Say goodbye to manual data entry and save time while maintaining accurate records.
Keep your contact information up-to-date with this convenient Xero and PandaDoc workflow. Whenever you add a new contact in Xero, this automation will create or update a corresponding contact in PandaDoc, ensuring your contact data is always in sync between both platforms. Say goodbye to manual data entry and save time while maintaining accurate records.
- When this happens...New Contact
Triggers when you add a new contact.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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