Get a Slack overview of completed PandaDoc documents
Apps used in template
About
When there are new completed PandaDoc documents you will get a text overview to Slack.
You can schedule the scenario to run as you need but adjust the first filter ("only the most recent") accordingly. For example, if it runs once a day, only documents modified in the last 24 hours should pass the filter.
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When a Slack message is sent in a specified channel, the scenario checks the Google sheet with addresses. If it’s already there, it does nothing. But if it’s not there, the scenario adds the new email to the list. More information here.
For each new row in a Google Sheets spreadsheet, Make will automatically create a Quote with Google Docs. The template uses this example Spreadsheet and this example Google Doc.
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.
Generates bundles with their own structure.
Composes a string for easier mapping of scenarios.
Converts a text from one codepage to another.
Creates a new contact.
Creates a new document.
Deletes a contact.
Deletes a document.
Downloads a document in PDF format.
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