1.Captures completed onboarding document
Integrate PandaDoc and document processing tools to trigger on completion and extract submission fields and the signed PDF to capture candidate inputs.
Update candidate CRM record and store signed PDF
Automatically capture submitted onboarding fields and the signed PDF from PandaDoc across Salesforce and Microsoft SharePoint. Create and update candidate records when documents complete or submissions match or signatures arriveβso you can update candidate fields, store signed PDFs, and alert the onboarding team without manual data entry.
How this automation updates your candidate records
When a document is completed, signed forms can get stuck in inboxes and cause mismatched CRM data. This automation finds and updates candidate records and uploads signed PDFs and notifies onboardingβso your team can act on submissions faster.
PandaDocor swap with your favorite app
2.Normalizes CRM record identifier
Integrate Formatter by Zapier and data transformation tools to normalize document metadata and create a single identifier to select the correct CRM lookup value.
Formatter by Zapieror swap with your favorite app
3.Finds the candidate record
Integrate Salesforce and CRM search tools to look up the Candidate object by identifier to return the record id for updates.
Salesforceor swap with your favorite app
4.Updates candidate record fields
Integrate Salesforce and CRM record updates to map fields and set enrollment status and add a signed form note to keep records accurate.
5.Uploads signed PDF to onboarding library
Integrate Microsoft SharePoint and file storage libraries to upload the extracted PDF into the Onboarding folder to store and return a file link.
Microsoft SharePointor swap with your favorite app
6.Sends onboarding chat notification
Integrate Microsoft Teams and team communication tools to post the candidate name and links to notify onboarding and route attention instantly.
Microsoft Teamsor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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