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.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    Aero WorkflowAero Workflow
    Create Task

    Creates a new Aero 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
aero-workflow logo
aero-workflow logo

About Aero Workflow

Aero Workflow is a workflow application for accountants by accountants.

Related categories

  • Accounting
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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