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🚀 Completed Project: Automated Document & Task Workflow (PandaDoc × Easybill × Asana)
I recently completed an end-to-end automation that connects PandaDoc, Easybill, Asana, and a central data store using Make.com (Integromat).
What this automation does:
1. It automatically triggers when a document is created or updated in PandaDoc
2. Syncs customer and document data with Easybill
3. Generates invoices seamlessly without manual input
4. Stores records securely in a database for tracking and reporting
5. Creates and updates tasks in Asana to keep teams aligned
Results:
1. Reduced manual work
2. Eliminated data duplication
3. Improved workflow speed and accuracy
If you’re looking to automate your business processes or connect your tools seamlessly, let’s talk. 👋
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
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