Create new Sage Intacct contacts from completed PandaDoc documents
Streamline your client management process with this efficient workflow. Each time you complete a document in PandaDoc, this workflow will instantly generate a new contact in Sage Intacct. It's the perfect solution for businesses aiming to simplify operations, effectively manage contacts, and save precious time and resources.
Streamline your client management process with this efficient workflow. Each time you complete a document in PandaDoc, this workflow will instantly generate a new contact in Sage Intacct. It's the perfect solution for businesses aiming to simplify operations, effectively manage contacts, and save precious time and resources.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Create Contact
Triggers when a new contact is created.
- Free forever for core features
- 14 day trial for premium features & apps