Hi all!!
I have been trying to do the following: Create a zap that triggers an action (concretely, create a Panda Doc document) when a particular property of a contact is modified in hubspot.
Example: I have a client called Joe who has passed from “client” to “ex-client” in our pipeline of lifecycle stage. At this point, I want panda doc to generate a signable document where all the client’s info is filled-in automatically for him/her to sign the cancellation of the contract.
I’ve tried to use the “Contact Recently Created or Updated in HubSpot” trigger, but in the “Trigger” step, I am only allowed to enter “values”, and I am not sure what values they are grabbing, but certainly not the values of the latest hubspot modification. Also, if anytime there is a modification in hubspot, it’s going to trigger a Panda Doc document creation, it’s obviously not a good solution, so I need to be able to filter out and create a Panda Doc documente only when the value of the field “Lifecycle Stage” changes to “ex-client”.
Any idea if this is possible, or if there is any turnaround?
Thank you all in advance!!
Best answer by Sac
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