Add new members to group in Circle, and remove from welcome space after PandaDoc document completion

Manage member transitions by adding new members to designated groups in Circle while removing them from the welcome space in PandaDoc upon document completion, ensuring a smoother onboarding experience.

Add new members to group in Circle, and remove from welcome space after PandaDoc document completion

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Overview

Manage member transitions by adding new members to designated groups in Circle while removing them from the welcome space in PandaDoc upon document completion, ensuring a smoother onboarding experience.

Add new members to group in Circle, and remove from welcome space after PandaDoc document completion