Aero Workflow + PandaDoc
Create tasks in Aero Workflow when new documents are completed in PandaDoc
Adopt a more streamlined process for task management with this setup. As soon as a document reaches completion in PandaDoc, it instantly initiates the creation of an associated task within Aero Workflow. This eliminates the need for manual task generation, helping you maintain organization, save time, and always stay poised to tackle your next to-do item.
Adopt a more streamlined process for task management with this setup. As soon as a document reaches completion in PandaDoc, it instantly initiates the creation of an associated task within Aero Workflow. This eliminates the need for manual task generation, helping you maintain organization, save time, and always stay poised to tackle your next to-do item.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Create Task
Creates a new Aero Task.
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