Create an Airtable record from a completed PandaDoc document
Create an Airtable record from a completed PandaDoc document
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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.
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.
Сreates multiple records.
Deletes multiple records.
Updates multiple existing records.
Upserts multiple records.
Creates a new contact.
Creates a new document.
Creates a new record in Airtable.
Deletes a contact.
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