FLG + PandaDoc
Create PandaDoc documents from new changes to FLG lead statuses
Changes to your prospects’ status means that your workflows needs to be updated too. That’s where this integration comes in. It automatically generates a PandaDoc document for each new change in your FLG leads' statuses.
Changes to your prospects’ status means that your workflows needs to be updated too. That’s where this integration comes in. It automatically generates a PandaDoc document for each new change in your FLG leads' statuses.
- When this happens...Lead Status Changed
Triggers when a lead's status is changed.
- automatically do this!Create Document
Create a document from a template.
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Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Try ItMetadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try ItSkip Test Msg
Metadata Field: Lead GroupRequired
Metadata Field: ReferenceRequired
Metadata Field: Lead Type
Metadata Field: Status
Source
Try It
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try ItSkip Test Msg
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Metadata Field: Reference
Standard Field: First Name
Standard Field: Last Name
Metadata Field: Company Name
Standard Field: Email
Standard Field: Telephone No.
Standard Field: Address Line 1
Standard Field: Postcode
Metadata Field: Date Created - Start.
Metadata Field: Date Created - End.
Source
Document Status
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About FLG
A complete CRM platform focused on automated workflow to manage leads & control processes - nothing missed, no opportunity left behind.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout PandaDoc
PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
