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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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Apps used in template

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Every time a manual lead trigger is received from noCRM.io, a new proposal will be instantly sent to the lead via PandaDoc.

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Similar templates for inspiration

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.

noCRM.io
Add Tags on a Lead

Adds new tags on a lead specified by ID. This action only works for Expert edition.

Action
noCRM.io
Add a Prospect to a Prospecting List

Creates a row on a prospecting list specified by ID. This action only works for Expert edition.

Action
noCRM.io
Add an Attachment on a Lead

Adds an attachment on a lead.

Action
noCRM.io
Create a Comment on a Lead

Creates a comment on a lead specified by ID. This action only works for Expert edition.

Action
PandaDoc
Create a Contact

Creates a new contact.

Action
PandaDoc
Create a Document

Creates a new document.

Action
noCRM.io
Create a Lead

Creates a new lead.

Action
PandaDoc
Delete a Contact

Deletes a contact.

Action
PandaDoc
Delete a Document

Deletes a document.

Action

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Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.

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