Send a PandaDoc document when a Keap (Infusionsoft) opportunity stage changes

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Apps used in template

Keap

PandaDoc

About

Every time an Infusionsoft (Keap) opportunity stage changes, Make will automatically create a PandaDoc document from a template and send it.

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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.

Apply Tag to Contacts

Applies a tag to a list of contacts.

Action

Apply Tags

Applies a list of tags to a given contact record.

Action

Create Tag

Creates a new tag.

Action

Create Tag Category

Creates a new tag category.

Action

Create a Contact

Creates a new contact in your contact list.

Action

Create a Contact

Creates a new contact.

Action

Create a Document

Creates a new document.

Action

Create a Note

Creates a new note.

Action

Create a Task

Creates a new task.

Action

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