Has someone created a trigger to Find or create contact in Zoho when document completed in PandaDoc ? I can’t compleate the workflow.
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
Thank you! I did but when I tested it, it didn’t work.
In order for us to have context, please provide detailed screenshots with how your Zap steps are configured.
When you tested did you encountered an error? (If yes, then please provide a screenshot of the error message.)
Did you test while configuring the Zap steps OR when the Zap was turned ON?
If when the Zap was turned ON, then check your Zap Runs: https://zapier.com/app/history/
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.