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Create new box in Streak when document status changes in PandaDoc

Create new box in Streak when document status changes in PandaDoc

Track document status changes in PandaDoc and create a new box in Streak to capture recipient information for follow-up. This ensures timely engagement and organized tracking for improved client interactions.

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Overview

Track document status changes in PandaDoc and create a new box in Streak to capture recipient information for follow-up. This ensures timely engagement and organized tracking for improved client interactions.

Create new box in Streak when document status changes in PandaDoc