PandaDoc + LeadConnector + Basin Integrations

How to connect PandaDoc + LeadConnector + Basin

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Do even more with PandaDoc + LeadConnector + Basin

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with PandaDoc, LeadConnector, and Basin. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Document Completed
Triggers when a document is completed.
Trigger
Instant
Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
Trigger
Instant
Document Paid
Triggers when a document is paid.
Trigger
Instant
Document Sent
Triggers when a document is sent.
Trigger
Instant
Create Attachment
Create an attachment for a document.
Action
Write

Create Contact [Deprecated]
Create a new contact in PandaDoc.
Action
Write
Create Document
Create a document from a template.
Action
Write

Create or Update Contact
Create a new contact or update an existing one.
Action
Write

PandaDoc
Find a document by name, status, and other parameters.
Scheduled
Action
PandaDoc
Get files attached to a document.
Scheduled
Action
PandaDoc
Get detailed data about a document.
Scheduled
Action
LeadConnector
The pipeline stage was updated for an opportunity
Instant
Trigger
LeadConnector
Adds or updates an existing contact.
Scheduled
Action
LeadConnector
Adds or updates an existing opportunity.
Scheduled
Action
LeadConnector
Adds a lead to an existing campaign.
Scheduled
Action
LeadConnector
Stops all campaign for a lead.
Scheduled
Action
LeadConnector
Adds a task to the account.
Scheduled
Action
Basin
Triggers when your form receives a submission.
Instant
Trigger

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How PandaDoc + LeadConnector + Basin Integrations Work

Step 1: Authenticate PandaDoc, LeadConnector, and Basin.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect PandaDoc + LeadConnector + Basin

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