Send a proposal via PandaDoc from a Manual Trigger in noCRM.io
Send a proposal via PandaDoc from a Manual Trigger in noCRM.io
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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.
Adds new tags on a lead specified by ID. This action only works for Expert edition.
Creates a row on a prospecting list specified by ID. This action only works for Expert edition.
Adds an attachment on a lead.
Creates a comment on a lead specified by ID. This action only works for Expert edition.
Creates a new contact.
Creates a new document.
Creates a new lead.
Deletes a contact.
Deletes a document.
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