Integrating Outlook with PandaDoc allows you to send, track, and manage documents directly from your email, streamlining your workflow. Here’s how you can do it:
- Click 'Zap' to create a new zap.
- Click on the 'Trigger' field to select the event.
- Search and select 'Outlook' as your trigger app.
- Select a trigger event.
- Connect your Outlook account.
- Click 'Test trigger'.
- Search and select 'PandaDoc' as the action app.
- Select an action event.
- Connect your PandaDoc account.
- Configure the action details.
- Select 'Test step'.
- Once the test is successful, click 'Publish'.
