"grant access in Memberspot when documents are completed in PandaDoc"
When a document is completed in PandaDoc, this workflow will grant access in Memberspot. This means every time you finalize a document, the corresponding individual automatically receives the access they need in Memberspot. It's a seamless connection that simplifies your document and access management process.
When a document is completed in PandaDoc, this workflow will grant access in Memberspot. This means every time you finalize a document, the corresponding individual automatically receives the access they need in Memberspot. It's a seamless connection that simplifies your document and access management process.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Grant Access
Grants access to a course (when the member is not existing, the member will be created)
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- 14 day trial for premium features & apps