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'. Zapier lets you send info between Airtable and Google Sheets and PandaDoc automaticallyno code required. In the 'Search by Value' field, find the field that contains the company name from the previous PandaDoc step. How to connect Airtable + Google Sheets + PandaDoc. At step 4, just select ‘Create Estimate’ or ‘Create Sales Receipt’ instead of ‘Create Invoice’. Now click the button 'Add Search Step' then 'Ok Add It. 2 years ago This Zap will also work for generating estimates and sales receipts in QuickBooks Online. Connect Airtable and connect the Base and Table. The field was mapped fine, but when the PandaDoc step failed for a different reason, it showed the output as fieldsEmail instead of the actual email address, even though that was being passed in the request. 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. Map both fields from your client Airtable record. They will look like, 'Field: Contact Name' + 'Field: Company Name' for instance. 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. How to connect PandaDoc + Code by Zapier + Airtable Zapier lets you send info between PandaDoc and Code by Zapier and Airtable automaticallyno code required. With 5,000+ supported apps, the possibilities are endless. Sign in to your Zapier and forms.app accounts. Zapier lets you send info between Airtable and Google Drive and PandaDoc automaticallyno code required. Once you are taken to Zapiers page, click on the forms.app + Connect PandaDoc button. Sync PandaDoc proposal software with one of the world’s best accounting apps. How to connect Airtable + Google Drive + PandaDoc. Connect your PandaDoc account and press continue. PandaDoc for FreshBooks New (through Zapier Integration) Integrations Payment PandaDoc for FreshBooks Automatically generate invoices, bills, contacts and more with our powerful FreshBooks integration. Search and find PandaDoc and select Create Document. Once Zapier gets that data through let's add the PandaDoc Action. Open Airtable and change a deal status to Contract. Connect your Airtable account, Base and Table.
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