Transfer Box Notes to PandaDoc for New Files
This use case organizes documentation by transferring notes from new Box files to PandaDoc. This ensures all relevant notes are retained in PandaDoc for easier access and management.
File Added
Triggers when a new file is added to a folder.
Transfer Notes
Transfers the file's associated notes to PandaDoc.
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How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Transfer Box notes to PandaDoc for new files"
Transfer Box notes to PandaDoc for new files
DryMerge figures out the details.
Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.
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Your workflow is ready to go!
Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.
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