ActiveCampaign + PandaDoc

Tag or untag ActiveCampaign contacts when new documents are completed in PandaDoc

Automate your workflow between PandaDoc and ActiveCampaign with this streamlined solution. As soon as a document is completed in PandaDoc, a specific tag will be added or removed from a contact in ActiveCampaign. This serves as an efficient way to manage your contact lists, ultimately saving you time and enhancing productivity.

Automate your workflow between PandaDoc and ActiveCampaign with this streamlined solution. As soon as a document is completed in PandaDoc, a specific tag will be added or removed from a contact in ActiveCampaign. This serves as an efficient way to manage your contact lists, ultimately saving you time and enhancing productivity.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Add/Remove Tag From Contact

    Add or remove a tag from a Contact

    ActionWrite
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Supported triggers and actions

    • Source

    • Document Status

    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
activecampaign logo
activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
Learn more

Related categories

  • Marketing Automation

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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 more

Related categories

  • Documents

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