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


bams

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

Hi @bams 

Good question.

Try adding a Filter as Step 2: https://zapier.com/apps/filter/help

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3 replies

Troy Tessalone
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  • Zapier Expert
  • 31359 replies
  • Answer
  • November 15, 2023

Hi @bams 

Good question.

Try adding a Filter as Step 2: https://zapier.com/apps/filter/help


bams
  • Author
  • Beginner
  • 1 reply
  • November 15, 2023

Ah! Thank you just what I needed!


ken.a
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  • Zapier Staff
  • 6526 replies
  • November 16, 2023

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! 🤗