Create PandaDocs documents when new LeadSimple tasks complete
Generating documents manually is an extra, time-consuming task. This Zapier integration can help. Once in place, this Zap automatically creates a document in PandaDocs upon completion of a specified task in LeadSimple. The integration will save clients time in creating and sending these documents.
Generating documents manually is an extra, time-consuming task. This Zapier integration can help. Once in place, this Zap automatically creates a document in PandaDocs upon completion of a specified task in LeadSimple. The integration will save clients time in creating and sending these documents.
- When this happens...Task Completed
Triggers when a task is completed.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Create Document
Create a document from a template.
- then do this!Update Lead
Updates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
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