Specify the name of this file. "txt" will always be appended as the filetype.

Plain text content to put inside the new text file.

Define how, if at all, this file will be shared after creation (this just makes a URL available for use in another action).

Restrict the search to a folder. Will search subfolders.

Restrict the search to specific file types

By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.

Select a template to use.

Do you want to send the document to your recipient(s)?

Message body for your email.

Select a currency for the pricing table.

Name that will display in the pricing table.

A brief description of the product.

The percent discount amount (0-100%) to be added per line item. If no value is added here, no discount will be made available.

The metadata to include in the document. Specify "Key - Value" respectively in the fields.

API docs for PandaDoc are located here https://developers.pandadoc.com/

Requests can only be made to domains associated by this application.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.

This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.

Pick which type of object you want to watch for changes on.

Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

Select which campaign to add lead. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

Search for or select the lead you'd like to update. Use Custom Value to select a lead from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.

Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.

Pick which type of object you want to search for.

Pick which type of object you want to search for.

Enter a SOQL WHERE clause. See our help docs for Tips and Examples.

The ID of the file to add the task to.

Can be the user id or email address of a Box user.

By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.

If a contact already exists, it will not be updated.

Search for a document created from a specific template.

Search for a document created from a specific form.

Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files

Specifies whether this file is available to all users, internal users, or shared users.

Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

Defaults to false if left blank.

Pick the type of object if you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.

Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.

API docs for Salesforce are located here https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm

Requests can only be made to domains associated by this application.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.

Pick which type of object you want to search for. You can only search for multiple records which are all the same object type.

Select the format of search results to be returned. If multiple search values are provided, the choice will be applied to each search value.

Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)