Onboarding Zap 1 (Create Contract, Paket 1) Pandadoc -> Willkommens Mail -> Trello

“Anytime a document completed is created in PandaDoc, send private channel message in Slack, update lead in Close, etc.”

created by Jan Petzold

This Zap uses the private apps CloseIOCLIAPI@2.0.5 and CloseIOCLIAPI@2.0.5.

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)

Try this Zap FREE for 14 days

Trusted at companies large and small

This Zap works in 18 steps …

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

This Zap uses the following 7 apps

PandaDoc
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.
Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
CloseIOCLIAPI@2.0.5
This is a private app. Zapier has very limited details on this app and as a result can’t offer support for it. If you have questions about this app, please reach out to the person who gave you access to this Zap.
Email by Zapier
Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!
Stripe
Stripe is a developer-friendly way to accept payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies of all sizes, processing billions of dollars for businesses each year.
Webhooks by Zapier
Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.
Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

More ways to use these popular apps!

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