noCRM.io + PandaDoc

Create or update PandaDoc contacts when new lead steps change in noCRM.io

Easily manage and update your leads with this workflow. When a lead's status changes in noCRM.io, it will create or update the corresponding contact details in PandaDoc. This process ensures your sales documents are always up-to-date with the latest lead information, saving you time on manual updates.

When this happens...
New Lead Step Changed To...
Triggers when a specific step of the lead is changed. This trigger only works for Expert edition and above.
TriggerInstant
automatically do this!
Create or Update Contact
Create a new contact or update an existing one.
ActionWrite

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Supported triggers and actions

- Event Name
- User
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
Trigger
Instant
Try It
- Event Name
- Status Event NameRequired
Trigger
Instant
Try It
- Event Name
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
- Status Event NameRequired
Trigger
Instant
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- LeadRequired
- User Email
Action
Write
- LeadRequired
- New Lead's TitleRequired
Action
Write
- LeadRequired
- Step NameRequired
Action
Write
- LeadRequired
- CommentRequired
Action
Write
- LeadRequired
- Tag NamesRequired
Action
Write
- LeadRequired
- AmountRequired
- Probability (0-100)
Action
Write
- EmailRequired
- Status
- Tags
- Include unassigned leads
- Include Unassigned Explanation
Action
Search
- EmailRequired
- Status
- Tags
- Include unassigned leads
- Include Unassigned Explanation
- TitleRequired
- Description addon
- Field Explanation
- User Email
- Creation date
- Step Name
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

- Event Name
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event NameRequired
Trigger
Instant
Try It
- Event Name
- Step Event NameRequired
Trigger
Instant
Try It
- Event Name
Trigger
Instant
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- Event Name
- Prospecting list
Trigger
Instant
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- LeadRequired
- Attachment nameRequired
- AttachmentRequired
Action
Write
- Item ID (Lead or Prospect)Required
- Simplified API pathRequired
Action
Write
- Unassigned Explanation
- LeadRequired
- StatusRequired
Action
Write
- LeadRequired
- ActivityRequired
- Comment
Action
Write
- Prospecting ListRequired
Action
Write
- TitleRequired
- Description addon
- Field Explanation
- User Email
- Tags
- Creation date
- Step Name
Action
Write
- LeadRequired
- Estimated closing dateRequired
Action
Write
- TitleRequired
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

About noCRM.io

noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end

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