Best answer

PandaDoc - Send Slack Message when Document is Complete - Triggered by certain words in document title

  • 15 November 2023
  • 3 replies

Userlevel 1

Hi there! 

I’m building one of my first Zaps for PandaDoc to send a Slack message whenever a new client contract has been completed. How do I add a variable that it only sends the message if something is in the title. We have lots of other documents running through pandadoc that I don’t want to see messages for once completed.

Thank you!


Best answer by Troy Tessalone 15 November 2023, 21:02

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3 replies

Userlevel 7
Badge +14

Hi @bams 

Good question.

Try adding a Filter as Step 2:

Userlevel 1

Ah! Thank you just what I needed!

Userlevel 7
Badge +6

That’s awesome @bams! Big thanks to Troy for pointing you in the right direction!

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 🤗