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This template periodically checks for documents status in DocuSign and uses the retrieved information to update the corresponding record in a Google Sheets spreadsheet.
The template is using this sample Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
This template will create and send PandaDoc documents according to PandaDoc templates with tokens (e.g. name, email, company) specified in a Google Sheets spreadsheet. The spreadsheet is updated afterward to indicate which documents have been sent. There are several routes that represent different PandaDoc templates (types of documents).
You have to create PandaDoc templates beforehand with your own tokens. The template uses this Google Sheets spreadsheet.
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.
Closes a task. Regular task is completed and moved to history, subtask is checked (marked as done, but not moved to history), recurring task is moved forward (due date is updated).
Completes a recurring task.
Completes a task.
Creates a document.
Creates a filter.
Creates a label.
Creates a new project.
Adds a comment to a project.
Creates a section.
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