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Automatically create PandaDoc contract from HubSpot Deal information


AdAlpha

December 9, 2020

I need someone to help with existing Zapier setups.

1. HubSpot deal moves to a stage called “Draft Engagement Letter”
2. Filters for the proper scopes from HubSpot deal to match with the proper PandaDoc template
3. Creates a PandaDoc from template and populates the information for the template + adds metadata
4. Pauses
5. Updates the HubSpot deal to a new stage called “Waiting for Signatures”

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