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LeadSimple + Filter by Zapier + PandaDoc

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.

  1. When this happens...
    LeadSimpleLeadSimple
    Task Completed

    Triggers when a task is completed.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    PandaDocPandaDoc
    Create Document

    Create a document from a template.

    ActionWrite
  4. then do this!
    LeadSimpleLeadSimple
    Update Lead

    Updates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.

    ActionWrite
Try this template

Supported triggers and actions

What does this mean?
leadsimple logo
leadsimple logo

About LeadSimple

LeadSimple is the CRM that property management and real estate companies use to scale and grow.
Learn more

Related categories

  • CRM (Customer Relationship Management)
filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories

pandadoc logo
pandadoc logo

About 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.
Learn more

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