CDLSuite + PandaDoc

Create CDLSuite leads from newly completed documents in PandaDoc

Whenever a new PandaDoc is completed, a matching CDLSuite lead will be created automatically. With this template active, there's no need for tedious data entry.

Whenever a new PandaDoc is completed, a matching CDLSuite lead will be created automatically. With this template active, there's no need for tedious data entry.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    CDLSuiteCDLSuite
    Post Lead

    This API posts Facebook leads to CDLSuite.

    ActionWrite
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Supported triggers and actions

    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
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About CDLSuite

CDLSuite combines the essential tools for attracting, recruiting, hiring and qualifying drivers, into a single, seamless solution.

Related categories

  • HR Talent & Recruitment
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pandadoc logo

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.
Learn more

Related categories

  • Documents

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