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Pandadoc Signed (Elite)

“Anytime a document completed is created in PandaDoc, filter my data in Filter by Zapier, create task in ClickUp, etc.”

Fred Lescanocreated by Fred Lescano

This Zap uses a private app.

This means the developers of this app haven’t completed our full quality assurance steps. Zapier has limited details on this app and as a result can’t offer support for it. If you have questions about this app, please contact the person who gave you access to this Zap.
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How Zapier works (57 sec)
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This Zap works in 12 steps …

  • Step 1 - Trigger

    Anytime a document completed is created in PandaDoc

  • Step 2 - Action

    Find lead in Close

  • Step 3 - Action

    Filter my data in Filter by Zapier

  • Step 4 - Action

    Create task in ClickUp

  • Step 5 - Action

    Send channel message in Slack

  • Step 6 - Action

    Create list in ClickUp

  • Step 7 - Action

    Send channel message in Slack

  • Step 8 - Action

    Create task in ClickUp

  • Step 9 - Action

    Send channel message in Slack

  • Step 10 - Action

    Create task in ClickUp

  • Step 11 - Action

    Send channel message in Slack

  • Step 12 - Action

    Use storage for my data in Storage by Zapier

    • 14.5 minutes to set up
    • Get back 1.2 hrs /week
    • 61 people use this app pairing

    This Zap uses the following 6 apps

    • PandaDoc logo
    • Filter by Zapier logo

    More ways to use these popular apps!

    Check out all the other ways you can connect PandaDoc and Filter by Zapier.
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