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New Client Onboarding: When agreement signed, create Drive folders, upload contract, create documents, create Slack channels

“Anytime a document completed is created in PandaDoc, find or create folder in Google Drive, find or create folder in Google Drive, etc.”

David Khimcreated by David Khim

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This Zap works in 18 steps …

  • Step 1 - Trigger

    Anytime a document completed is created in PandaDoc

  • Step 2 - Action

    Find or create folder in Google Drive

  • Step 3 - Action

    Find or create folder in Google Drive

  • Step 4 - Action

    Find or create folder in Google Drive

  • Step 5 - Action

    Find or create folder in Google Drive

  • Step 6 - Action

    Create folder in Google Drive

  • Step 7 - Action

    Upload file in Google Drive

  • Step 8 - Action

    Create document from template in Your App

  • Step 9 - Action

    Create document from template in Your App

  • Step 10 - Action

    Create document from template in Your App

  • Step 11 - Action

    Create channel in Your App

  • Step 12 - Action

    Create channel in Your App

  • Step 13 - Action

    Create customer in Your App

  • Step 14 - Action

    Create list in ClickUp

  • Step 15 - Action

    Create client in Harvest

  • Step 16 - Action

    Create database item in Notion

  • Step 17 - Action

    Update deal in HubSpot

  • Step 18 - Action

    Get deal in HubSpot

    • 9.5 minutes to set up
    • Get back 1.2 hrs /week
    • 2 people use this zap

    This Zap uses the following 9 apps

    • PandaDoc logo
    • Google Drive logo

    More ways to use these popular apps!

    Check out all the other ways you can connect PandaDoc and Google Drive.
    Learn More