Create new Sage Intacct contacts from paid PandaDoc documents
Strengthen your billing process by automating contact creation in Sage Intacct with each payment marked in PandaDoc. This workflow activates when a document is marked as paid on PandaDoc, triggering a new contact creation in Sage Intacct instantly. Enjoy a streamlined financial administration process by ensuring every paid customer from PandaDoc is easily tracked in Sage Intacct.
Strengthen your billing process by automating contact creation in Sage Intacct with each payment marked in PandaDoc. This workflow activates when a document is marked as paid on PandaDoc, triggering a new contact creation in Sage Intacct instantly. Enjoy a streamlined financial administration process by ensuring every paid customer from PandaDoc is easily tracked in Sage Intacct.
- When this happens...Document Paid
Triggers when a document is paid.
- automatically do this!Create Contact
Triggers when a new contact is created.
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