PandaDoc + Xero

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.

  1. When this happens...
    XeroXero
    New Contact

    Triggers when you add a new contact.

    TriggerScheduled
  2. automatically do this!
    PandaDocPandaDoc
    Create or Update Contact

    Create a new contact or update an existing one.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
pandadoc logo
pandadoc logo

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Learn moreHelp

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  • Documents

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xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
Learn moreHelp

Related categories

  • Accounting

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