Update deal status in Attio when document is sent from PandaDoc

Update your CRM in Attio when a document is sent via PandaDoc, ensuring all records reflect the latest contract status. This keeps your team informed and enhances deal tracking for better decision-making.

Zap details:

Overview

Update your CRM in Attio when a document is sent via PandaDoc, ensuring all records reflect the latest contract status. This keeps your team informed and enhances deal tracking for better decision-making.

Update deal status in Attio when document is sent from PandaDoc