LeadConnector + PandaDoc
Generate attachments in PandaDoc when pipeline stages change in LeadConnector
With this workflow, when a change in your pipeline stage occurs within LeadConnector, it immediately prompts PandaDoc to produce an attachment. This smooth, integrated solution saves you valuable time and keeps your documentation consistent and updated. Perfect for businesses that want to streamline processes and keep their records in order.
With this workflow, when a change in your pipeline stage occurs within LeadConnector, it immediately prompts PandaDoc to produce an attachment. This smooth, integrated solution saves you valuable time and keeps your documentation consistent and updated. Perfect for businesses that want to streamline processes and keep their records in order.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Attachment
Create an attachment for a document.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Source
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Source
Document Status
Try It
