Create new Airtable records from sent PandaDoc documents
Automate your document and database management with this workflow. When a document is sent through PandaDoc, it initiates the creation of a new record in Airtable. This streamline of tasks ensures your Airtable database stays up-to-date with your PandaDoc activities without any manual effort, saving you time and improving efficiency.
Automate your document and database management with this workflow. When a document is sent through PandaDoc, it initiates the creation of a new record in Airtable. This streamline of tasks ensures your Airtable database stays up-to-date with your PandaDoc activities without any manual effort, saving you time and improving efficiency.
- When this happens...Document Sent
Triggers when a document is sent.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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