PandaDoc + Recruit CRM + Filter by Zapier
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 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.
TriggerInstantThis event starts a Zap instantly. - automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilterSet conditions for when a specific action should run in your Zap. - then do this!
Create DocumentCreate a document from a template.
ActionWriteCreate a new record or update an existing record in your app.
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Call Log Added
Triggers 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 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 Out
Triggers when a candidate opts out of email
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 Deleted
Triggers when a company is deleted.
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 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.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 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.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
Exact Search
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst 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
Exact Search
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appEnrollment ID
Sequence ID
Slug of Prospect
Prospect Type
Enrollment Status
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appJob title
Company Name
Job Slug
Created From Date
Created To Date
Updated From Date
Updated To Date
Exact Search
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appAssociated 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 appOnly 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 appDocument 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 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 Opted In
Triggers when a candidate opts in for email
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 Updated
Triggers when a new candidate is updated.
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 Updated
Triggers when a company is updated.
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 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.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.Task Updated
Triggers when a Task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call DirectionRequired
Custom Call Type
Call Start Date & TimeRequired
Contact NumberRequired
Call Notes
Related EntityRequired
Related ToRequired
Created By
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 OpeningsRequired
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
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
Collaborators
Job Description File
Owner
Created By
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
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 appCompany Name
Company Slug
Created From Date
Created To Date
Updated From Date
Updated To Date
Exact Search
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Name
Deal Stage
Company Name
Owner Name
Closing From Date
Closing To Date
Added From Date
Added To Date
Updated From Date
Updated To Date
Deal Slug
Exact Search
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appAssociated 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 appMeeting title
Related ToRequired
Related To TypeRequired
Starting From
Starting To
Created From Date
Created To Date
Updated From Date
Updated To Date
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appTask title
Related ToRequired
Related To TypeRequired
Starting From
Starting To
Created From Date
Created To Date
Updated From Date
Updated To Date
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appDocument 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.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
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
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.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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.