This will then go to Airtable, find the record and change the Status to 'Closed-Won' once the contract is signed.īack in Airtable add another view called 'Closed-Won' with the filter where Status is 'Closed-Won'. Now open the Update Record Action and you should see the ID passed through to the Custom Value for Record ID field.įind the Sales Stage field and type 'Closed-Won'. With Zapier, you can do more than just connect your apps - you can automate entire processes. In the 'Search by Value' field, find the field that contains the company name from the previous PandaDoc step. Do even more with Airtable + PandaDoc + Webhooks by Zapier. Now click the button 'Add Search Step' then 'Ok Add It. Connect Airtable and connect the Base and Table. Now add Airtable as the next step in the Zap, choose Update Record. Open Zapier back up and in a couple of seconds you should see the data picked up. If you sent the document to yourself in the previous step, follow the link and sign the document. Next let's create another Zap to watch for when the contract is signed. Check the document has been created and sent in PandaDoc. Step 1 Automatically Generate Client Contracts with PandaDoc + Zapier - Part 1 Watch on For the first step lets create a new view in Airtable. Map both fields from your client Airtable record. They will look like, 'Field: Contact Name' + 'Field: Company Name' for instance. Airtable + PandaDoc Integrations Efficient App An unlocked potential to scale your business Brian Marek Northtowns Remodeling (Home Services) Free Software Integration Audit We've been evaluating and integrating software for the past decade. Next scroll and find the field we created in PandaDoc. Add email where the contract should be sent. Add a message which will be sent to the client along with the Document. Select the Template we created in the previous step. Customise the Document with a Name, use the Client name from the previous step e.g. With 5,000+ supported apps, the possibilities are endless. Zapier lets you send info between Airtable and Google Drive and PandaDoc automaticallyno code required. Connect Airtable with Google Drive and PandaDoc Zapier Airtable + Google Drive + PandaDoc Integrations Integrations How to connect Airtable + Google Drive + PandaDoc Zapier lets you send info between Airtable and Google Drive and PandaDoc automaticallyno code required. Connect your PandaDoc account and press continue. How to connect Airtable + Google Drive + PandaDoc. Search and find PandaDoc and select Create Document. Zapier lets you send info between Bleez and Airtable automaticallyno code required. With 5,000+ supported apps, the possibilities are endless. Airtable and PandaDoc Integrations - Connect Airtable & PandaDoc using 1500+ ready-to-use automation workflows. Once Zapier gets that data through let's add the PandaDoc Action. Zapier lets you send info between automaticallyno code required. Open Airtable and change a deal status to Contract. Connect your Airtable account, Base and Table.
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