Create or update project in Float from PandaDoc document sent

Create or update projects in Float when you send a document via PandaDoc. This ensures your project management aligns with client proposals, leading to clearer organization and faster onboarding.

Create or update project in Float from PandaDoc document sent

Workflow preview:

Zap details:

Overview

Create or update projects in Float when you send a document via PandaDoc. This ensures your project management aligns with client proposals, leading to clearer organization and faster onboarding.

Create or update project in Float from PandaDoc document sent