Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!
This template allows you to save the information from completed PandaDoc documents as Airtable records. You can schedule the scenario to run as you need but adjust the first filter ("only the most recent") accordingly. For example, if it runs once a day, only documents modified in the last 24 hours should pass the filter.
The template works with the following Airtable base. The scenario is triggered when the 'Final status' field is updated. To achieve that, we created the 'Last modified 2' field of type 'Last modified time' and chose to watch updates in the 'Final status' field only. Use this template to automatically send a PandaDoc offer letter to accepted job applicants and an Email message to rejected applicants (and add them to Mailchimp as subscribers).
This template uses this Airtable base and is the second part of this template. If 'accepted' is selected as the Final status in the base, a contract is sent to the candidate, if rejected, an email is sent and the candidate is added to a Mailchimp list.
Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).
Triggers when a new response is submitted.
Triggers when a document event occurs according to the event parameter.
Creates a new record in Airtable.
Deletes a record by its ID.
Retrieves a single record by its ID.
Performs an arbitrary authorized API call.
Updates a record by its ID.
Creates new or updates an existing record.
Creates a new contact.
Creates a new document.
Deletes a contact.
Deletes a document.
Downloads a document in PDF format.
Gets the details of a contact.
Gets the details of a document.
Performs an arbitrary authorized API call.
Updates an existing contact.
Searches for specific records or returns all records.
Retrieves a list of all contacts.
Searches for documents by given parameters.
