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NEW DWY CLIENT: PandaDoc → Slack → CRM →Circle → Monday

“Anytime a document completed is created in PandaDoc, send channel message in Slack, add/update opportunity in LeadConnector, etc.”

Timo Wilsoncreated by Timo Wilson

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This Zap works in 4 steps …

  • Step 1 - Trigger

    Anytime a document completed is created in PandaDoc

  • Step 2 - Action

    Send channel message in Slack

  • Step 3 - Action

    Add/update opportunity in LeadConnector

  • Step 4 - Action

    Add lead to campaign in LeadConnector

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

    This Zap uses the following 3 apps

    • PandaDoc logo
    • Slack (Legacy) logo

    More ways to use these popular apps!

    Check out all the other ways you can connect PandaDoc and Slack (Legacy).
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