Update properties in LeadSimple when new documents are completed in PandaDoc
Start managing your leads with greater consistency. When a document reaches the 'completed' stage in PandaDoc, this workflow will promptly update the corresponding property status in LeadSimple. This helps to eliminate inconsistencies between your completed documents and leads, paving the way for a seamless, mistake-free process.
Start managing your leads with greater consistency. When a document reaches the 'completed' stage in PandaDoc, this workflow will promptly update the corresponding property status in LeadSimple. This helps to eliminate inconsistencies between your completed documents and leads, paving the way for a seamless, mistake-free process.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Update Property
Updates a Property.
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