NetHunt CRM + PandaDoc

Create new PandaDoc documents from new NetHunt CRM records

Streamline your document creation process with this workflow. Once a new record is added to your NetHunt CRM, the workflow quickly crafts a new document in your PandaDoc application. This seamless integration can save valuable time and help maintain accurate documentation. Master your efficiency by allowing your NetHunt CRM and PandaDoc to work in harmony.

When this happens...
New Record
Triggers when a new record is created.
TriggerPolling
automatically do this!
Create Document
Create a document from a template.
ActionWrite

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Supported triggers and actions

- FolderRequired
Trigger
Polling
Try It
- FolderRequired
Trigger
Polling
Try It
- FolderRequired
Trigger
Polling
Try It
- FolderRequired
- Field
Trigger
Polling
Try It
- Folder
- RecordRequired
- TextRequired
Action
Write

- FolderRequired
- RecordRequired
Action
Write
- FolderRequired
Action
Write

- FolderRequired
- Record
- Search Query
Action
Search
- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document IDRequired
Action
Search

- FolderRequired
Trigger
Polling
Try It
- FolderRequired
Trigger
Polling
Try It
- FolderRequired
- Field
Trigger
Polling
Try It
- FieldRequired
- Search QueryRequired
- FolderRequired
Trigger
Polling
Try It
- FolderRequired
Action
Write
- Folder
- RecordRequired
- Gmail Thread IDRequired
Action
Write
- FolderRequired
- RecordRequired
Action
Write
- FolderRequired
- Record
- Search Query
Action
Search or write
- Source
- Document Status
Trigger
Instant
Try It
- Source
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
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search

About NetHunt CRM

NetHunt CRM is a customer relationship management system for Gmail and Google Apps.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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