PandaDoc + Xero

Update Xero contacts when PandaDoc document status changes

Keep your contacts in Xero up-to-date when document status changes in PandaDoc with this seamless workflow. Whenever a document's status is updated in PandaDoc, this automation will create or update the corresponding contact in Xero, ensuring your records are always accurate and current. Streamline your document management process and maintain well-organized contact information without manual intervention.

Keep your contacts in Xero up-to-date when document status changes in PandaDoc with this seamless workflow. Whenever a document's status is updated in PandaDoc, this automation will create or update the corresponding contact in Xero, ensuring your records are always accurate and current. Streamline your document management process and maintain well-organized contact information without manual intervention.

  1. When this happens...
    PandaDocPandaDoc
    Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create/Update Contact

    Triggers when you add a new 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
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 more

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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 more

Related categories

  • Accounting

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