logotipo PandaDocCLIAPI@2.6.3logotipo GoogleDriveCLIAPI@1.0.16logotipo GoogleDriveCLIAPI@1.0.16logotipo ZohoCRMCLIAPI@1.0.51logotipo GoogleMailV2CLIAPI@2.5.1logotipo ZapierFormatterCLIAPI@1.0.7logotipo GoogleSheetsV2APIlogotipo GoogleDriveCLIAPI@1.0.16logotipo 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.
How Zapier works (57 sec)
How Zapier works (57 sec)
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Confiável em empresas grandes e pequenas

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

    • logotipo PandaDoc
    • logotipo 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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