LeadSimple is the CRM that property management and real estate companies use to scale and grow.

LeadSimple

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Filter by Zapier

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

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.

PandaDoc

Roderick Carabott

Anytime a task completed is created in LeadSimple, filter my data in Filter by Zapier, lookup spreadsheet rows (output as line items) in Google Sheets, etc.

EstimateGsheet>PandaDoc

“Anytime a task completed is created in LeadSimple, filter my data in Filter by Zapier, lookup spreadsheet rows (output as line items) in Google Sheets, etc.”

Trusted at companies large and small

This Zap works in 4 steps …

Anytime a task completed is created in LeadSimple

Filter my data in Filter by Zapier

Create document in PandaDoc

Create attachment in PandaDoc

This Zap uses the following 4 apps

LeadSimple

Filter by Zapier

Google Sheets

PandaDoc

More ways to use these popular apps!