Create an Airtable record from a completed PandaDoc document
About
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
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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.
Creates a new contact.
Creates a new document.
Creates a new record in Airtable.
Deletes a contact.
Deletes a document.
Deletes a record by its ID.
Downloads a document in PDF format.
Gets the details of a contact.
FAQ