PandaDoc + Trail + Delay by Zapier
Create Trail tasks from new completed documents in PandaDoc
This integration begins when a new hire signs an official document, e.g. a contract. It waits until the starting day and then sends the new hire task to the site to guide teams through onboarding.
This integration begins when a new hire signs an official document, e.g. a contract. It waits until the starting day and then sends the new hire task to the site to guide teams through onboarding.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this...Delay Until
Waits to run your Actions until a date or time that you choose.
- then do this!Create Task
Add a task to a site with optional content
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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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About Trail
Trail is a checklist and compliance app to guide hospitality teams through their day
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About Delay by Zapier
Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.