Automatically create PandaDoc contract from HubSpot Deal information

Avatar
AdAlpha

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”

0 Comments

    Leave a Reply

    More great articles

    Zapier Experts Blog Post

    Tips for Getting Started with Zapier Automation

    We’re always searching for the solution to save us time, make our days easier, and help us produce the best…

    Read Story

    Connect and Integrate DEAR Systems with Slack

    Integrate DEAR Systems with Slack in a few clicks with Workload. Connect DEAR Systems with Slack Automate your DEAR Systems…

    Read Story

    Connect and Integrate Salesforce with Airtable

    Integrate Salesforce with Airtable in a few clicks with Workload. Connect Salesforce with Airtable Automate your Salesforce tasks. Create your…

    Read Story

    Never miss a minute

    Get automation tips and content to your inbox every week. No spam.
    [contact-form-7 404 "Not Found"]
    Arrow-up