Logo PandaDocCLIAPI@2.6.3Logo GoogleDriveCLIAPI@1.0.16Logo GoogleDriveCLIAPI@1.0.16Logo ZohoCRMCLIAPI@1.0.51Logo GoogleMailV2CLIAPI@2.5.1Logo ZapierFormatterCLIAPI@1.0.7Logo GoogleSheetsV2APILogo GoogleDriveCLIAPI@1.0.16Logo SlackAPI

[Apex]|Upsell Manager Downloads Contract and Add to Client Files in Google Drive

“Anytime a document is signed in PandaDoc, create a client folder in Google Drive, create a lead in CRM, send slack message to Upsell letting them know Client has been registered ”

ignavuscreated by ignavus

This Zap uses the private apps GoogleDriveCLIAPI@1.0.16, GoogleDriveCLIAPI@1.0.16, ZohoCRMCLIAPI@1.0.51 and GoogleDriveCLIAPI@1.0.16.

This means the developers of these apps haven’t completed our full quality assurance steps. Zapier has limited details on these apps and as a result can’t offer support for them. If you have questions about these apps, please contact the person who gave you access to this Zap.
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How Zapier works (57 sec)
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Les entreprises, grandes et petites, font confiance

This Zap works in 9 steps …

  • Step 1 - Trigger

    Anytime a document completed is created in PandaDoc

  • Step 2 - Action

    Create folder in Your App

  • Step 3 - Action

    Upload file in Your App

  • Step 4 - Action

    Create module entry in Your App

  • Step 5 - Action

    Send email in Your App

  • Step 6 - Action

    Format my data in Formatter by Zapier

  • Step 7 - Action

    Create spreadsheet row in Your App

  • Step 8 - Action

    Add file sharing preference in Your App

  • Step 9 - Action

    Send channel message in Your App

    • 4.5 minutes to set up
    • Get back 1.2 hrs /week
    • 167 people use this app pairing

    This Zap uses the following 6 apps

    • Logo PandaDoc
    • Logo GoogleDriveCLIAPI@1.0.16

    More ways to use these popular apps!

    Check out all the other ways you can connect PandaDoc and GoogleDriveCLIAPI@1.0.16,
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