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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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.
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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. This module will be deprecated on September 30th 2025.
Adds records to selected 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.
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