1.Creates on new account
Integrate Salesforce, CRM workflow tools, and data connectors to detect new account records and start terms generation.
Create and send client terms for new accounts
Automatically monitor new account records across Salesforce and PandaDoc. Create and update when contact is found, branding qualifies, or terms templates are selectedβso you can send for signature, record document IDs, and verify status without manual paperwork.
How this automation accelerates client terms processing
When new accounts arrive without the right terms in motion, signature delays can stall contract lifecycles. This automation finds the primary contact, selects the correct terms template, creates and sends the PandaDoc document, and updates the account with the document IDβso your team can keep deals moving.
Salesforceor swap with your favorite app
2.Finds the primary contact
Integrate Salesforce and CRM workflow tools to search for the account primary contact and map recipient details.
3.Filters by entity and branding
Integrate Filter by Zapier and rule engines to evaluate entity type and branding and continue only for qualifying accounts.
Filter by Zapieror swap with your favorite app
4.Creates and sends terms document
Integrate PandaDoc and document generation tools to create the terms from a selected template and send for signature.
PandaDocor swap with your favorite app
5.Updates account with document ID
Integrate Salesforce, CRM workflow tools, and reporting systems to write the PandaDoc document ID back to the account for tracking.
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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