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Onboarding Zap 1 (Create Contract, Paket 1) Pandadoc -> Willkommens Mail -> Trello

“Anytime a document completed is created in PandaDoc, send private channel message in Slack, update lead in Close, etc.”

Jan Petzoldcreated by Jan Petzold

This Zap uses the private apps CloseIOCLIAPI@2.0.5 and CloseIOCLIAPI@2.0.5.

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.
How Zapier works (57 sec)
How Zapier works (57 sec)
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Les entreprises, grandes et petites, font confiance

This Zap works in 18 steps …

  • Step 1 - Trigger

    Anytime a document completed is created in PandaDoc

  • Step 2 - Action

    Send private channel message in Your App

  • Step 3 - Action

    Update lead in Your App

  • Step 4 - Action

    Create opportunity in Your App

  • Step 5 - Action

    Send outbound email in Your App

  • Step 6 - Action

    Create card (deprecated) in Your App

  • Step 7 - Action

    Create card (deprecated) in Your App

  • Step 8 - Action

    Create task in Your App

  • Step 9 - Action

    Create task in Your App

  • Step 10 - Action

    Create task in Your App

  • Step 11 - Action
  • Step 12 - Action
  • Step 13 - Action
  • Step 14 - Action
  • Step 15 - Action
  • Step 16 - Action
  • Step 17 - Action
  • Step 18 - Action
    • 5 minutes to set up
    • Get back 1.2 hrs /week
    • 2 people use this zap

    This Zap uses the following 7 apps

    • Logo PandaDoc
    • Logo Slack (Deprecated)

    More ways to use these popular apps!

    Check out all the other ways you can connect PandaDoc and Slack (Deprecated),
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