UFI Secondary Application Returned 2 IPs (GOA or No Agency)

“Anytime a document completed is created in PandaDoc, filter my data in Filter by Zapier, update record in Salesforce, etc.”

created by Anne Watson

How Zapier works (57 sec)

How Zapier works (57 sec)

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This Zap works in 26 steps …

13 minutes to set up
Get back 7.3 hrs /week
6 people use this zap

This Zap uses the following 3 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.
Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.

More ways to use these popular apps!

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