Update PandaDoc with api requests whenever Salesforce records fields are updated
Keep your documents up-to-date with this Salesforce and PandaDoc combination. When there’s a change in a Salesforce record field, it triggers an update in PandaDoc. This helps in maintaining uniformity in your databases and preventing discrepancies. Use it to make managing your documents more efficient and effortless.
Keep your documents up-to-date with this Salesforce and PandaDoc combination. When there’s a change in a Salesforce record field, it triggers an update in PandaDoc. This helps in maintaining uniformity in your databases and preventing discrepancies. Use it to make managing your documents more efficient and effortless.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
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