ActiveCollab + PandaDoc

Create tasks in Active Collab for every new completed document in PandaDoc

Stay on top of your projects seamlessly with this streamlined workflow. Whenever a document is completed in PandaDoc, a task is created in Active Collab. This automatic process ensures you never miss a beat, keeping your tasks in line with your documents. Enhance your efficiency and maintain project accuracy with no extra effort required.

Stay on top of your projects seamlessly with this streamlined workflow. Whenever a document is completed in PandaDoc, a task is created in Active Collab. This automatic process ensures you never miss a beat, keeping your tasks in line with your documents. Enhance your efficiency and maintain project accuracy with no extra effort required.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    ActiveCollabActiveCollab
    Create Task

    Creates a task.

    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
activecollab logo
activecollab logo

About ActiveCollab

ActiveCollab is a powerful yet simple workspace for task, project, team, client and billing management – built for growing service businesses.

Related categories

  • Project Management

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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

Related categories

  • Documents

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