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PandaDoc
Flow Control
Airtable

Create an Airtable record from a completed PandaDoc document

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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.

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Databases
Spreadsheets
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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.

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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