HubSpot and PandaDoc

HubSpot

Triggers

• New contactRuns when a contact is created in HubSpot, by a form, an import, a person or another app.
• New companyRuns when a company is created in HubSpot, by a person, an import, a form or another app. Companies already there when the workflow is turned on don't start it.
• New dealRuns when a deal is created in HubSpot, in any pipeline.
• Deal reached a stageRuns when a deal enters the stage you choose in HubSpot, such as Closed won, however long ago the deal was created. A deal that leaves the stage and comes back runs it again.
• Property changedRuns when a property you choose is set or changed on a contact, company or deal in HubSpot, such as a contact's lifecycle stage, or only when it changes to the value you give, such as customer.
• New form submissionRuns when someone fills in and submits one of your HubSpot forms.

Actions

• Create a contactAdd a contact by email address. If someone already has that email, their details are updated instead, so nobody is added twice.
• Find a contact by emailFind the contact with an email address. The step fails when nobody has it. To add someone only if they're new, use Create a contact instead, which never adds the same email twice.
• Find contacts by name, email or companyLook up contacts by a name, email address, phone number or company, best match first, the way HubSpot's own search box does.
• Update a contactChange a contact's details, such as their name, phone number or company.
• List contactsList contacts, oldest first, for a quick look. To report on recent leads, use Find contacts created in a date range.
• Find contacts created in a date rangeFind contacts created since a date, newest first, with a count of every one that matches.

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.