DashClicks + PandaDoc
Create documents in PandaDoc for newly-won deals in DashClicks
When a deal status changes to 'won' in DashClicks, this Zap automatically sends out a new PandaDoc agreement to your customer. Use this integration to streamline your follow-up workflows.
When a deal status changes to 'won' in DashClicks, this Zap automatically sends out a new PandaDoc agreement to your customer. Use this integration to streamline your follow-up workflows.
- When this happens...Deal Status Changed (Deals)
Triggers when a deal's status is changed within a certain pipeline in the Deals App.
- automatically do this!Create Document
Create a document from a template.
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New Business (Contacts)
Triggers when a new business is added to the Contacts App.
Try ItNew Person (Contacts)
Triggers when a new person is added to the Contacts App.
Try ItWhich pipeline should we watch for new deals?Required
Try ItWhich pipeline should we watch for deal status changes?Required
When a deal changes to this status, this will trigger the zap. Which status would you like?Required
Try It
Business Updated (Contacts)
Triggers when a business is updated on the Contacts App.
Try ItPerson Updated (Contacts)
Triggers when a person is updated on the Contacts App.
Try ItWhich pipeline should we watch for deal stage changes?Required
When a deal enters this deal stage, this will trigger the zap. Which stage would you like?Required
Try ItWhich funnel should we watch for optins?Required
When a form is submitted on this step, this will trigger the zap. Which step would you like?Required
Try It
