Create a FreshBooks client from a PandaDoc contact

Extract completed documents from PandaDoc using Koncile OCR

Extract completed documents from PandaDoc using Koncile OCR

Create a backup of zipped completed PandaDoc documents in OneDrive

If there are new completed PandaDoc documents, Make will automatically create a compressed backup and uploads it to OneDrive. You can schedule the scenario to run as you need but adjust the first filter ("only the most recent") accordingly. For example, if it runs once a week, only documents modified in the last 7 days should pass the filter.

Create and send a PandaDoc document from a new row in a Microsoft 365 Excel worksheet

Every time you add a new row to your Microsoft 365 Excel worksheet, Make will create and send a PandaDoc document from a template and update the Microsoft 365 Excel worksheet. You have to create a PandaDoc template beforehand with your own tokens. Your Microsoft 365 Excel worksheet has to contain headers. The template uses [this worksheet](https://1drv.ms/x/s!AjJKBs6vWrtygQtSj2XF4pk_WMI1?e=EHqBVp).

Create PandaDoc documents from custom webhook data

Automatically generate PandaDoc documents from custom webhook data, streamlining document creation by integrating CustomWebHook with PandaDoc's document generation capabilities.

Create FreshBooks clients from new rows in Microsoft 365 Excel

Every time a new row in Microsoft 365 Excel is created, Make will create a FreshBooks client out of it. To make sure the scenario works fine check if your Worksheet corresponds to this (example)[https://dnu-my.sharepoint.com/:x:/g/personal/ivanov_d_donnu_edu_ua1/ES9VSWoPRF9Ku3JhmuiFXeMBcmgcFIFoqhbzHKM6KSCqdA?e=GjAldp].

Send a PandaDoc document when a Keap (Infusionsoft) opportunity stage changes

Every time an Infusionsoft (Keap) opportunity stage changes, Make will automatically create a PandaDoc document from a template and send it.

Send Office 365 Emails from Gravity Forms entries

Every time a new entry is submitted to Gravity, Make will automatically send an enail via Office 365.

Send a Mocean SMS from a new email in Gmail

This template periodically checks for new emails in Gmail and uses the retrieved information to send SMSes in Mocean - notifications about new emails to yourself. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.