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Signed = Pipedrive to ONBOARDING/won/activity + notities en emails

“Anytime a document completed is created in PandaDoc, find deal in Pipedrive, update deal in Pipedrive, etc.”

Daan Dagevoscreated by Daan Dagevos

This Zap uses a private app.

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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 deal in Pipedrive

  • Step 3 - Action

    Update deal in Pipedrive

  • Step 4 - Action

    Upload file in Dropbox

  • Step 5 - Action

    Upload file in Dropbox

  • Step 6 - Action

    Upload file in Dropbox

  • Step 7 - Action

    Create activity in Pipedrive

  • Step 8 - Action

    Add/update subscriber in Mailchimp

  • Step 9 - Action

    Send channel message in Slack

  • Step 10 - Action

    Send outbound email in Email by Zapier

  • Step 11 - Action

    Create note in Pipedrive

  • Step 12 - Action

    Send outbound email in Email by Zapier

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

    This Zap uses the following 8 apps

    • PandaDoc logo
    • Pipedrive logo

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