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Find Document in PandaDoc when New Client in EasyPractice
Get Document by ID from PandaDoc when New Client in EasyPractice
Create/Update Contact in Pandadoc when New Client in EasyPractice
Create Document in PandaDoc when New Client in EasyPractice
Get Document Attachments from PandaDoc when New Client in EasyPractice
Create Attachment in PandaDoc when New Client in EasyPractice
Triggers when the document status changes.
Triggers when a document is deleted
Triggers when a template is created
Triggers when a template us deleted
Triggers when a new client is created.
Find a document by name, status, and other parameters.
Get detailed data about a document.
Create a new contact or update an existing contact in PandaDoc.
Create a document from a template.
Get files attached to a document.
Create an attachment for a document.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Pandadoc is a comprehensive document management platform that streamlines the process of creating, sending, and eSigning documents online. It is designed to enhance productivity and efficiency in managing proposals, quotes, contracts, and other business documents.
Learn MoreEasyPractice is a tool that helps health and wellness professionals, like therapists or trainers, manage their work. It lets them schedule appointments, keep track of clients, send invoices, and handle payments, all in one place. It’s easy to use and helps small businesses stay organized.
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