Create and send a PandaDoc document when a HubSpot CRM deal stage changes
Create and send a PandaDoc document when a HubSpot CRM deal stage changes
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Apps used in template
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When a HubSpot CRM deal stage changes to a deal stage of your choice, Make will automatically create and send a PandaDoc document from a PandaDoc template.
You have to create your PandaDoc template beforehand or use one of the PandaDoc public templates.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds contact records that have already been created in the system to a contact list.
Adds a contact to a specific workflow.
Creates a call with the given properties and returns a copy of the object, including the ID.
Creates a communication with the given properties and returns a copy of the object, including the ID.
Creates a company with the given properties and returns a copy of the object, including the ID.
Creates a contact with the given properties and returns a copy of the object, including the ID.
Creates a new contact.
Creates a custom object with the given properties and returns a copy of the object, including the ID.
Creates a deal with the given properties and returns a copy of the object, including the ID.
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