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Question

PandaDoc contract sent to Create/Update Contact in HubSpot

J

Hi, 

I am using the Pandadoc bulk send to sent contracts to my clients. To do that I import a csv file with the right infos.

Then once the contracts are sent, I would like to link these contracts to my hubspot contacts. 

 

I started with this zap https://zapier.com/shared/87640519f1e6ea77b886e17c183bd0e319b194c1 but it’s not running and don’t know why. 

 

Could you help me ? 

 

Thank you a lot  !

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

4 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Jmarielouise 

Can you post screenshots of the Zap steps?

When you say the Zap is “not running”…

  1. Is the Zap ON?
  2. Have you checked your Zap Runs history details for possible errors? https://zapier.com/app/history/
⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
J

Hi thank you for your reply,

 

  1. Zap was ON yes
  2. No history at all on the zap
  3. You can see below 2 screenshots

Julien

 

This post has been edited by a moderator to remove sensitive information. Please remember to obfuscate any personally identifiable information prior to posting as this is a public forum. 

1 Attachment
Troy Tessalone
Userlevel 7
Badge +14

@Jmarielouise 

My hunch is that the bulk send may not fire the Zap trigger for Document Sent.

Bulk actions in general are not supported for Zap app triggers/actions/searches.

To get a definitive answer, you can open a ticket with Zapier Support: https://zapier.com/app/get-help

You may want to reach out to PandaDoc for feedback as well:

https://support.pandadoc.com/hc/en-us

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
J

Thank you a lot for your help !

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