Send a PandaDoc document when a Keap (Infusionsoft) opportunity stage changes
Send a PandaDoc document when a Keap (Infusionsoft) opportunity stage changes
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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.
Applies a tag to a list of contacts.
Applies a list of tags to a given contact record.
Creates a new tag.
Creates a new tag category.
Creates a new contact in your contact list.
Creates a new contact.
Creates a new document.
Creates a new note.
Creates a new task.
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