Create Maximizer notes and send Teams notifications when new PandaDoc documents are expired or declined
Effortlessly stay on top of your PandaDoc document progression with this powerful automation. Experience the convenience of automated Maximizer notes creation and real-time Teams notifications whenever your PandaDoc documents change status to expired or declined, empowering your sales team to take prompt actions, and gaining a comprehensive customer view within your CRM.
Effortlessly stay on top of your PandaDoc document progression with this powerful automation. Experience the convenience of automated Maximizer notes creation and real-time Teams notifications whenever your PandaDoc documents change status to expired or declined, empowering your sales team to take prompt actions, and gaining a comprehensive customer view within your CRM.
- When this happens...Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
- automatically do this...Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
- then do this!Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
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