Gmail and PandaDoc

Gmail

Triggers

• New emailRuns when a new email arrives in your Gmail inbox
• New email matching searchRuns for each new email that matches a Gmail search, such as from:billing@acme.com has:attachment, or label:Receipts for email a Gmail filter files away. Emails already there when the workflow is turned on don't start it.
• New labeled emailRuns when an email is given a label, by you or by a Gmail filter. Use the label STARRED to run when you star an email. Emails labeled before the workflow is turned on don't start it.

Actions

• List emailsList the emails that match a Gmail search, with each one's sender, subject and text.
• Get email detailsGet who an email is from and to, its subject and its date.
• Reply to emailSend a reply to an email, in the same conversation.
• Create draftSave an email as a draft in Gmail without sending it. Set 'Reply to email' to draft a reply in that email's conversation.
• Send emailSend an email.
• Add label to emailAdd a label to an email.

PandaDoc

Triggers

• Document completedRuns when everyone has signed a PandaDoc document, such as a proposal or contract. Documents completed before the workflow is turned on don't start it. How often it checks follows your workspace plan. Each run gets the client's name, email and company, the document's total as a number and written as money, who sent it, and linked_deal_id: the CRM deal (such as a HubSpot deal) the document was created from, which a HubSpot step can take directly. linked_deal_id is empty for a document that wasn't created from a deal.
• Document declinedRuns when a recipient declines to sign a PandaDoc document, such as a proposal or contract, with its total, its client and the CRM deal it is linked to. Documents declined before the workflow is turned on don't start it.

Actions

• List documentsList the documents in your PandaDoc account, optionally only those with one status, from one template or folder, with a tag, matching a name, or created, changed or completed between two dates. Returns one page; a listed document has no sender or total (use 'Get document details', or 'List documents waiting for signature' for unsigned documents).
• List documents waiting for signatureList the documents (proposals, contracts, quotes) that were sent and still aren't signed, optionally only those sent more than a number of days ago or worth more than an amount. Each comes ready to tell someone about: who sent it, who still has to sign, its total, when it was sent, how many days it has waited and a link. The result also has the list written out one line per document (text), and the same grouped by who sent them (by_sender), for one reminder to each sender. It reads the whole account, so no paging, filtering, grouping or lookup steps are needed. One run looks up at most 100 documents, the longest-waiting first; 'has_more' is true when some were left for another run.
• Create document from templateCreate a new document from a PandaDoc template.
• Get document statusCheck a document's current status.
• Send documentSend a draft document to its recipients for signature.
• Download a documentSave a PandaDoc document as a PDF file, with its signatures once everyone has signed, so later steps can attach it or upload it to Drive.