Create or update client records in PandaDoc and Notion from new Tally form submissions
Create or update client records in PandaDoc and Notion from new Tally form submissions
Create or update client records and onboarding details in PandaDoc and Notion when you receive a new submission in Tally. This accelerates your onboarding process and keeps your data organized.
Zap details:
Overview
Create or update client records and onboarding details in PandaDoc and Notion when you receive a new submission in Tally. This accelerates your onboarding process and keeps your data organized.