PandaDoc integration with Delay by Nekton
How to Create Trail tasks from new completed documents in PandaDoc
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Trail tasks from new completed documents in PandaDoc" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Trail integrations
Trail actions
Nekton can use any feature that is available in Trail API.
Using our advanced AI, you can easily create custom automations for Trail.
Here are some typical actions you can do in your automated workflows.
Create Task
Add a task to a site with optional content
Task Completed
Triggers when the specified task is completed at a site.
About Trail
Trail is a checklist and compliance app to guide hospitality teams through their day