PandaDoc + Recruit CRM + Filter by Zapier
PandaDoc + Recruit CRM + Filter by Zapier
PandaDoc + Recruit CRM integrations
Create and send documents from PandaDoc when new hiring stages are updated for candidates in Recruit CRM
When a hiring stage is updated for a candidate in Recruit CRM, this Zapier template will automatically gather the relevant data to populate a PandaDoc template and send it to the correct participants for signing and/or approval. This will save you a lot of time from manual work.
- When this happens...
Candidate Hiring Stage UpdatedTriggers when a candidate's hiring stage is updated.TriggerInstant - automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.ActionFilter - then do this!
Create DocumentCreate a document from a template.ActionWrite
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More things you can do with these apps
Discover other triggers and actions you can use with Recruit CRM, Filter by Zapier, and more
Call Log AddedTriggers when a new call log is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Candidate Assigned
Triggers when a candidate is assigned to a job.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Added
Triggers when a new candidate is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Added Through Talent Pool
Trigger when a new candidate applied through Talent Pool.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Enrolled
Triggers when a candidate is enrolled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Offlimit Updated
Triggers when a new candidate is marked as offlimit or updated offlimit status.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Opted Out
Triggers when a candidate opts out of email
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Pitch Stage Updated
Triggers when a candidate's pitch stage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Profile Update Requested
Triggers when a candidate profile update is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Unenrolled
Triggers when a candidate is unenrolled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Feedback Received
Triggers when a client feedback is recevied.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Added
Triggers when a new company is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Offlimit Updated
Triggers when a company is marked as offlimit or updated offlimit status.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Available
Triggers when a contact is available.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Deleted
Triggers when a contact is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Offlimit Updated
Triggers when a contact is marked as offlimit or updated offlimit status.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Opted Out
Triggers when a contact opts out of email
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Updated
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Deleted
Triggers when a deal is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Updated
Triggers when a deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Hotlist Added
Triggers when a new hotlist is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Record Removed From the Hotlist
Triggers when a record is removed from the hotlist.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Added
Triggers when a new job is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Status Updated
Triggers when a job status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Meeting Updated
Triggers when a Meeting is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Note Added
Triggers when a new note is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Target Achived
Triggers when a target achived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Added
Triggers when a new task is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - First NameRequired
- Last Name
- Email
- Phone
- Gender
- Educational Qualification ID
- Educational Specialization
- Total Experience (Years)
- Date of Birth
- Profile Updated On
- Current Salary
- Salary Expectation
- Willing to Relocate
- Current Organization
- Current Organization Slug
- Current Employment Status
- Notice Period (Days)
- Currency ID
- Facebook Profile URL
- Twitter Profile URL
- LinkedIn Profile URL
- Github Profile URL
- Xing Profile URL
- City
- Locality
- State
- Country
- Full Address
- Relevant Experience (Years)
- Title
- Available From
- Salary Type ID
- Source
- Language Skills
- Skill
- Resume
- Avatar
- Owner
- Created By
- Candidate Summary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last Name
- Title
- Email
- Phone
- StageRequired
- Company Slug
- City
- Locality
- Full Address
- Linkedin Profile URL
- Twitter Profile URL
- Facebook Profile URL
- Xing Profile URL
- Avatar
- Owner
- Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hotlist nameRequired
- Related EntityRequired
- ShareRequired
- Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Description
- Meeting Type
- Address
- ReminderRequired
- Starting OnRequired
- End TimeRequired
- Related To
- Related To Type
- Attendee Users
- Attendee Contacts
- Attendee Candidates
- Owner
- Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Add Task
Add a new Task.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Candidate SlugRequired
- Job SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Slug of ContactRequired
- Opt Out StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sequence IDRequired
- Prospect SlugRequired
- Enrolled by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Candidates SlugRequired
- Status IdRequired
- End DateRequired
- Reason
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Companies SlugRequired
- Status IdRequired
- End DateRequired
- Reason
- Mark Contact Off LimitRequired
- Mark Candidate Off LimitRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact SlugRequired
- Status IdRequired
- End DateRequired
- Reason
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Prospect SlugRequired
- Unenrolled by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call Log IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Candidate SlugRequired
- Job SlugRequired
- Status IDRequired
- Remark
- Stage Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deal SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Related EntityRequired
- Related ToRequired
- Created By
- Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Email
- LinkedIn Profile URL
- Contact Number
- Candidate Slug
- State
- Country
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Marked as Off Limit
- Exact Search
- Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your app- First Name
- Last Name
- Email
- LinkedIn Profile URL
- Company Name
- Contact Number
- Company Slug
- Contact Slug
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Marked as Off Limit
- Exact Search
- Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your app- Enrollment ID
- Sequence ID
- Slug of Prospect
- Prospect Type
- Enrollment Status
- Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job title
- Company Name
- Job Slug
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Exact Search
- Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your app- Associated entity's slugRequired
- Associated entity's Name i.e. candidate/ company/ contact/ jobRequired
- Added From Date
- Added To Date
- Updated From Date
- Updated To Date
- Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your app- First Name
- Last Name
- Contact Number
- Email
- User Id
- Expand Team
ActionThis is an event a Zap performs.SearchFind existing data in your app- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Call Log Updated
Triggers when a call log is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Available
Triggers when a candidate is available.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Applied Through Job Page
Trigger when a new candidate applied through jobs page.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Deleted
Triggers when a candidate is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Hiring Stage Updated
Triggers when a candidate's hiring stage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Opted In
Triggers when a candidate opts in for email
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Pitched
Triggers when a candidate is pitched to a contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Profile Updated
Triggers when a candidate updates thier profile.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Unassigned
Triggers when a candidate is unassigned from a job.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Updated
Triggers when a new candidate is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Available
Triggers when a company is available.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Deleted
Triggers when a company is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Updated
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Added
Triggers when a new contact is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Enrolled
Triggers when a contact is enrolled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Opted In
Triggers when a contact opts in for email
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Unenrolled
Triggers when a contact is unenrolled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Added
Triggers when a new deal is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Stage Updated
Triggers when a deal stage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - File Uploaded
Triggers when a new file is uploaded for an entity in the files section.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Record Added to Hotlist
Triggers when a new record is added to hotlist.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Hotlist Updated
Triggers when a hotlist is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Deleted
Triggers when a job is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Updated
Triggers when a Job is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Meeting Added
Triggers when a new meeting is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Note Updated
Triggers when a note is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Updated
Triggers when a Task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Add Call Log
Add a new call log.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Industry ID
- Company NameRequired
- Company Logo
- Facebook Profile URL
- Twitter Profile URL
- LinkedIn profile URL
- City
- Full Address
- Website
- Owner
- Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deal NameRequired
- Deal StageRequired
- Deal ValueRequired
- Close DateRequired
- Deal TypeRequired
- Company Slug
- Contacts
- Jobs
- Candidates
- Owner
- Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job TitleRequired
- Company SlugRequired
- Contact Slug
- Secondary Contact Slug
- Note For Candidates
- Number Of Openings
- Minimum Experience (Years)
- Maximum Experience (Years)
- Minimum Annual Salary
- Maximum Annual Salary
- Salary Type
- Currency ID
- Job Status
- Job Status Comment
- City
- Job Skills
- Job Type
- Pay Rate
- Bill Rate
- Job Category
- Locality
- Country
- State
- Full Address
- Enable job application form
- Show Company Logo
- Educational Specialization
- Educational Qualification
- Job Description Text
- Job Application Form Questions
- Job Description File
- Owner
- Created By
- Target Companies
- Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note Type
- Note DescriptionRequired
- Related Entity
- Related To
- Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hotlist IDRequired
- Entity SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Slug of CandidateRequired
- Opt Out StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sequence IDRequired
- Prospect SlugRequired
- Enrolled by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Candidate SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Companies SlugRequired
- Mark Contact Available
- Mark Candidate Available
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Candidate SlugRequired
- Job SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Prospect SlugRequired
- Unenrolled by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Candidate SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Candidate SlugRequired
- Job SlugRequired
- Candidate's VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hotlist IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Meeting IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call Direction
- Associated entity's slugRequired
- Associated entity's Name i.e. candidate/ company/ contact/ jobRequired
- Call Started From Date
- Call Started To Date
- Call Updated From Date
- Call Updated To Date
- Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company Name
- Company Slug
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Marked as Off Limit
- Exact Search
- Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your app- Deal Name
- Deal Stage
- Company Name
- Company Slug
- Contact Name
- Contact Slug
- Candidate Name
- Candidate Slug
- Job Name
- Job Slug
- Owner Name
- Closing From Date
- Closing To Date
- Added From Date
- Added To Date
- Updated From Date
- Updated To Date
- Deal Slug
- Owner Id
- Owner Email
- Exact Search
- Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your app- Associated entity's Name i.e. candidate/ company/ contact/ jobRequired
- Hotlist Name
- Shared
- Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your app- Meeting title
- Related ToRequired
- Related To TypeRequired
- Starting From
- Starting To
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task title
- Related ToRequired
- Related To TypeRequired
- Starting From
- Starting To
- Created From Date
- Created To Date
- Updated From Date
- Updated To Date
- Owner Id
- Owner Name
- Owner Email
- Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your app- Only continue if...Required
ActionThis is an event a Zap performs.FilterSet conditions for when a specific action should run in your Zap.- Source
- Document Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- warning
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Status
- Template
- Form
ActionThis is an event a Zap performs.SearchFind existing data in your app- Document IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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.
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Recruit CRM is an all-in-one ATS + CRM for recruitment agencies.
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Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, 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.
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