Update Streak boxes when PandaDoc documents are completed
Keep your sales process organized by connecting PandaDoc and Streak! With this efficient workflow, whenever a document is marked as completed in PandaDoc, a corresponding Streak box will be updated. Save time and streamline your sales documentation by having the information automatically organized and available in Streak.
Keep your sales process organized by connecting PandaDoc and Streak! With this efficient workflow, whenever a document is marked as completed in PandaDoc, a corresponding Streak box will be updated. Save time and streamline your sales documentation by having the information automatically organized and available in Streak.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Edit Box
Edit fields, stage, assigned to, name and notes on an existing box.
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