LawPay + PandaDoc
Create payment requests in LawPay when new documents complete in PandaDoc
Tap into PandaDoc events with this Zap to send out payment requests via email with LawPay. When a PandaDoc completed event is triggered, this integration will automatically create and send a payment info request to the recipient email of the form.
Tap into PandaDoc events with this Zap to send out payment requests via email with LawPay. When a PandaDoc completed event is triggered, this integration will automatically create and send a payment info request to the recipient email of the form.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this...Search Contacts
Returns contacts by query.
- then do this!Create Info Request
Creates an
InfoRequestfor a given Contact to save their own payment method for future charges. TheInfoRequestwill be sent to the Contact via email by LawPay, so the Contact must have at least one email address defined. After the Contact submits this information, the payment method is saved and available for future charges. For more information see: Creating an InfoRequest.
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