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  • How do I use Zapier to trigger actions in GuideCX and send emails only for specific PandaDoc templates?

I have created a zap to create a project in GuideCX and send an email to the team when a PandaDoc document is completed. However, I do not want this event to run unless it is from specific  templates. There is an option to select one specific template associated with the PandaDoc agreement but I want to select more than one. I am looking know if I can wildcard the results based on a name or share the email template. I am currently duplicating zaps for every template which is not an ideal solution. 

Any other suggested options would be appreciated.  

I figured this out myself

Hi @AndrewD_tvt,

 

We’re glad that you sorted out your Zap. Do you mind sharing how you did it? So our member’s can also trigger actions in GuideCX and send emails only for specific PandaDoc templates. Thank you.

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