Trigger actions in ActiveCampaign when a PandaDoc document is completed and filter relevant entries
Trigger actions in ActiveCampaign when a PandaDoc document is completed and filter relevant entries
Manage participant onboarding by tracking completed documents in PandaDoc, filtering relevant entries, and updating contact tags in ActiveCampaign for program participation, ensuring a focused and efficient onboarding process.
Zap details:
Overview
Manage participant onboarding by tracking completed documents in PandaDoc, filtering relevant entries, and updating contact tags in ActiveCampaign for program participation, ensuring a focused and efficient onboarding process.