BQE CORE + PandaDoc
Create new BQE CORE clients from completed PandaDoc documents
Streamline your document management by activating this workflow when a document is completed in PandaDoc. It seamlessly initiates the creation of a new client in BQE CORE, eliminating the need for manual data entry and ensuring up-to-date client information. By focusing on important aspects of your process, you're able to improve your business operations with the PandaDoc and BQE CORE integration.
Streamline your document management by activating this workflow when a document is completed in PandaDoc. It seamlessly initiates the creation of a new client in BQE CORE, eliminating the need for manual data entry and ensuring up-to-date client information. By focusing on important aspects of your process, you're able to improve your business operations with the PandaDoc and BQE CORE integration.
- When this happens...
Document CompletedTriggers when a document is completed.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ClientAdd a new Client record to manage projects, retainers, invoices, and payments.
ActionWriteCreate a new record or update an existing record in your app.
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Document IDRequired
Attachment NameRequired
AttachmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document NameRequired
TemplateRequired
Send DocumentRequired
Message
Pricing Table Currency
Name
Description
Price
Quantity
Discount
Document Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProperty NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Employee Updated - Terminated Status
Triggers when an Employee is terminated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Entry Updated - Approved Status
Triggers when an expense entry is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select Custom FieldRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select ModuleRequired
Work Flow Action
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DateRequired
Account IDRequired
Payee
Number
Amount
Use Integration ID
Pay AmountRequired
Discount Account
Credit
Discount
PayeeRequired
Vendor Bill NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Display NameRequired
Client Manager
Payment Terms
Main Expense Tax
Main Service Tax
Memo
Use Integration ID
Street 1
Street 2
City
State
Country
ZIP
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Company
First Name
Last Name
Department
Title
PrimaryContact
Use Integration ID
Title
Street1
Street 2
City
State
Country
ZIP
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
DateRequired
Use Integration ID
AccountRequired
AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense CodeRequired
DescriptionRequired
Expense Sub Code
Item is Billable?
Item is Reimbursable?
Cost Rate
Memo
Use Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
Reference Number
Use Integration ID
AccountRequired
AmountRequired
Is Debit entry?
Class
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
DescriptionRequired
Master EntityRequired
Note CategoryRequired
Note StatusRequired
Use Integration ID
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project ID
Project CodeRequired
Project NameRequired
ClientRequired
Project ManagerRequired
Project TypeRequired
Main Service Tax
Main Expense Tax
Start Date
Project Due Date
Expense Account
Income Account
Currency
Memo
Project Originator
Use Integration ID
Street 1
Street 2
City
State
Country
ZIP
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned ToRequired
DescriptionRequired
Start Date
End Date
Memo
Use Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
Bill NumberRequired
VendorRequired
Reference Number
Use Integration ID
Project
Item
Description
Units/Hrs
Cost Rate
Bill Rate
Markup
Purchase Tax
Is Billable?
Memo
Item Type
AccountID
Expense Amount
Class
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Name
First Name
Last Name
Bill Rate
Cost Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Project ID
Project Name
Contract Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Start Date
End Date
% Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
DateRequired
Account IDRequired
Payee
Number
Amount
Use Integration ID
Pay AmountRequired
Discount Account
Credit
Discount
PayeeRequired
Vendor Bill NumberRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
DateRequired
Account IDRequired
Number
Use Integration ID
PayeeRequired
Line Item
Item Type
Project
Rate
Units
AccountID
Expense Amount
Class
Memo
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
Account NumberRequired
Account NameRequired
Description
Is Active?
Use Integration ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
AccountRequired
DateRequired
Use Integration ID
AccountRequired
AmountRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
Expense CodeRequired
DescriptionRequired
Expense Sub Code
Item is Billable?
Item is Reimbursable?
Cost Rate
Memo
Use Integration ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
DateRequired
Invoice NumberRequired
Invoice AmountRequired
ProjectRequired
Client
Due Date
Is Draft?
Main Service Tax
Main Expense Tax
Late Fee
Use Integration ID
Item
DescriptionRequired
UnitsRequired
RateRequired
Amount
Is Expense?
Tax%
Charge Amount
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
DateRequired
DescriptionRequired
Master EntityRequired
Note CategoryRequired
Note StatusRequired
Use Integration ID
Created By
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
DateRequired
ResourceRequired
ProjectRequired
ActivityRequired
DescriptionRequired
HoursRequired
Client Hours
Is Billable?
Cost Rate
Bill Rate
Compensation Time
Extra
Tax1
Tax2
Tax3
Memo
Use Integration ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
First NameRequired
Last NameRequired
Display NameRequired
Company Name
1099 Compliant
Memo
Use Integration ID
Title
Street 1
Street 2
City
State
Country
ZIP
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Source
Document Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.warning
EmailRequired
First name
Last name
Company
Phone
Title
Street Address
City
Postal Code
Country
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
First name
Last name
Company
Phone
Job Title
Street Address
City
Postal Code
Country
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Status
Template
Form
ActionThis is an event a Zap performs.SearchFind existing data in your appDocument IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProperty NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select Custom FieldRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Updated – Completed Status
Triggers when a Project is marked as completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Time Entry Updated - Approved Status
Triggers when a Time entry is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select Custom FieldRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.To-Do Updated - Completed Status
Triggers when a Todo is marked completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity CodeRequired
Activity DescriptionRequired
Activity Sub Code
Item is Billable?
Cost Rate
Bill Rate
Status
Tax1
Tax2
Memo
Use Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
Account IDRequired
Number
Use Integration ID
PayeeRequired
Line Item
Item Type
Project
Rate
Units
AccountID
Expense Amount
Class
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NumberRequired
Account NameRequired
Description
Is Active?
Use Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
Account IDRequired
AmountRequired
PayeeRequired
Use Integration ID
Item ID
Type
Project ID
Rate
Units
AccountID
Expense Amount
Class
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Display NameRequired
Cost RateRequired
Bill RateRequired
Gender
Memo
Use Integration ID
Title
Street 1
Street 2
City
State
Country
ZIP
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
ResourceRequired
ProjectRequired
ExpenseRequired
DescriptionRequired
Units
Is Billable?
Cost Rate
Extra
Markup
Reimbursable
Tax1
Tax2
Tax3
Purchase Tax
Memo
Charge Amount
Use Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
Invoice NumberRequired
Invoice AmountRequired
ProjectRequired
Client
Due Date
Is Draft?
Main Service Tax
Main Expense Tax
Late Fee
Use Integration ID
Item
DescriptionRequired
UnitsRequired
RateRequired
Amount
Is Expense?
Tax%
Charge Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
ClientRequired
AmountRequired
Project
Memo
Reference Number
Retainer Payment
Use Integration ID
Invoice IDRequired
Line AmountRequired
Invoice detail
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
ResourceRequired
ProjectRequired
ActivityRequired
DescriptionRequired
HoursRequired
Client Hours
Is Billable?
Cost Rate
Bill Rate
Compensation Time
Extra
Tax1
Tax2
Tax3
Memo
Use Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Display NameRequired
Company Name
1099 Compliant
Memo
Use Integration ID
Title
Street 1
Street 2
City
State
Country
ZIP
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Name
Company Name
Client Manager
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
ProjectRequired
ExpenseRequired
DescriptionRequired
ResourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Resource
Date
Project
Activity
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Vendor Name
First Name
Last Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
Activity CodeRequired
Activity DescriptionRequired
Activity Sub Code
Item is Billable?
Cost Rate
Bill Rate
Status
Tax1
Tax2
Memo
Use Integration ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
DateRequired
ClientRequired
AmountRequired
Project
Memo
Reference Number
Retainer Payment
Use Integration ID
Invoice IDRequired
Line AmountRequired
Invoice detail
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
Display NameRequired
Client Manager
Payment Terms
Main Expense Tax
Main Service Tax
Memo
Use Integration ID
Street 1
Street 2
City
State
Country
ZIP
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
DateRequired
Account IDRequired
AmountRequired
PayeeRequired
Use Integration ID
Item ID
Type
Project ID
Rate
Units
AccountID
Expense Amount
Class
Memo
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
First NameRequired
Last NameRequired
Display NameRequired
Cost RateRequired
Bill RateRequired
Gender
Memo
Use Integration ID
Title
Street 1
Street 2
City
State
Country
ZIP
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
DateRequired
ResourceRequired
ProjectRequired
ExpenseRequired
DescriptionRequired
Units
Is Billable?
Cost Rate
Extra
Markup
Reimbursable
Tax1
Tax2
Tax3
Purchase Tax
Memo
Charge Amount
Use Integration ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
DateRequired
Reference Number
Use Integration ID
AccountRequired
AmountRequired
Is Debit entry?
Class
Memo
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
Project ID
Project CodeRequired
Project NameRequired
ClientRequired
Project ManagerRequired
Project TypeRequired
Main Service Tax
Main Expense Tax
Start Date
Project Due Date
Expense Account
Income Account
Currency
Memo
Project Originator
Use Integration ID
Street 1
Street 2
City
State
Country
ZIP
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
Assigned ToRequired
DescriptionRequired
Start Date
End Date
Memo
Use Integration ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
DateRequired
Bill NumberRequired
VendorRequired
Reference Number
Use Integration ID
Project
Item
Description
Units/Hrs
Cost Rate
Bill Rate
Markup
Purchase Tax
Is Billable?
Memo
Item Type
AccountID
Expense Amount
Class
Memo
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About BQE CORE
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