How to connect SQL Server + Code by Zapier + PandaDoc
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Do even more with SQL Server + Code by Zapier + PandaDoc
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 SQL Server, Code by Zapier, and PandaDoc. And don’t forget that you can add more apps and actions to create complex workflows.
Query results must have a unique
idfield so we can deduplicate records properly! Otherwise we will make a best guess. You must also include desired ordering and limiting in the query.
Note: This query must run in less than 30 seconds and it is recommended that you return no more than 5,000 rows
Usually something auto-incremented like
id. Must be unique. Column names that contain a space must be enclosed within brackets
Usually something like
last_modified. This should ideally be a datetime column that is set to the current datetime whenever a row is updated.
Trigger on changes to cells in this column only. Leave blank if you want to trigger on changes to cells in all columns.
We expect at least one unique (and usually autoincrement) primary key column so we can deduplicate records properly! Otherwise we will make a best guess on a random column to use to deduplicate.
Highly recommended! Usually you want the results to be most recent first so we can skim off only new results, so choose something like
date_createdor your autoincrement
id. Column names that contain a space must be enclosed within brackets
We default to what the primary key is on the table as the unique key to deduplicate on. If you prefer another field, select it here.
Triggered when you add a new table.Try ItTriggerScheduled
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How SQL Server + Code by Zapier + PandaDoc Integrations Work
- Step 1: Authenticate SQL Server, Code by Zapier, and 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.
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