How to connect Retrograde by Zapier + PandaDoc
Zapier lets you send info between Retrograde by Zapier and PandaDoc automatically—no code required.
When this happens...
Mercury enters Retrograde
Triggers once when Mercury enters Retrograde.
automatically do this!
Create a new contact in PandaDoc
- Mercury enters RetrogradeTriggers once when Mercury enters Retrograde.Trigger
- Mercury in RetrogradeTriggers once per day when Mercury is in Retrograde.Trigger
- Mercury leaves RetrogradeTriggers once when Mercury leaves Retrograde.Trigger
- Document CompletedTriggers when a document is completed.Trigger
- Document Status ChangedTriggers when a document status changes to draft, sent, viewed, completed, paid, etc.Trigger
- Document PaidTriggers when a document is paid.Trigger
- Document SentTriggers when a document is sent.Trigger
- Create ContactCreate a new contact in PandaDocAction
Creates a document from a template.
- Step 1: Authenticate Retrograde by Zapier + PandaDoc.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.