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    PandaDoc
    Flow Control
    Airtable

    Create an Airtable record from a completed PandaDoc document

    About

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    This template allows you to save the information from completed PandaDoc documents as Airtable records.

    You can schedule the scenario to run as you need but adjust the first filter ("only the most recent") accordingly. For example, if it runs once a day, only documents modified in the last 24 hours should pass the filter.

    Apps Included

    PandaDoc
    PandaDoc
    Flow Control
    Flow Control
    Airtable
    Airtable
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    Categories
    Databases
    Spreadsheets
    Built-in Tools
    Development Tools
    Get this template

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    Create your own workflow

    Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

    All Modules (23)
    Flow Control
    Array aggregator

    Aggregator
    PandaDoc
    Create a Contact

    Creates a new contact.

    Action
    PandaDoc
    Create a Document

    Creates a new document.

    Action
    Airtable
    Create a Record

    Creates a new record in Airtable.

    Action
    PandaDoc
    Delete a Contact

    Deletes a contact.

    Action
    PandaDoc
    Delete a Document

    Deletes a document.

    Action
    Airtable
    Delete a Record

    Deletes a record by its ID.

    Action
    PandaDoc
    Download a Document

    Downloads a document in PDF format.

    Action
    PandaDoc
    Get a Contact

    Gets the details of a contact.

    Action

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