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How to: Send your lead a custom proposal using a manual trigger

Has your lead entered the proposal stage? Do you need to send a customizable proposal template? Stop jumping back and forth from one app to another and create a manual trigger to send a template proposal for you. By automating part of the process, you can enhance your sales team efficiency.

What is a manual trigger?

A manual trigger allows you to manually trigger the workflow/task you want Zapier to execute in the same or another app directly from your lead’s Actions menu.

With our Zapier connection to PandaDoc, you can:

Manually select which lead you want to send a proposal to and hit the send button from noCRM;

Ensure your proposal includes all the custom variables of your lead including their full name, company name, amount proposed, and any other information you need to plug in;

Automatically attach your sent proposal to the lead;

Log the activity automatically on the lead.

Find out more about what you can do with the lead Actions menu here.

All you need to set it up are PandaDoc, noCRM.io, and Zapier accounts.

If you don’t have an account with noCRM.io, click here to start a FREE trial.
If you don't have an account with Zapier, click here to sign up for a FREE trial.
If you don't have an account with PandaDoc, click here to sign up for a FREE trial.

Get started

Set up your TRIGGER: Send Template Proposal Manual Action

Set up your ACTION: Create PandaDoc Document

Set up your second ACTION: Find the lead

Set up your third ACTION: Add Attachment

Set up your fourth ACTION: Log the Activity

Connect your trigger app account and set up the manual trigger

Sign into your Zapier account and click on the MAKE A ZAP! button at the very top where you will be directed to a new page:

1. Choose the Trigger App: noCRM.io
2. Choose the Trigger: New Manual Trigger
3. Connect Zapier to your noCRM.io account if you haven’t already by

Entering your slug/account name (https://ACCOUNT.nocrm.io)

Entering your API Key (Go to your nocrm.io account Admin Panel, select Webhooks and API, API Keys then click on the Create an API Key button and name it.)

4. Name your Event— This will be the name of the trigger in the Actions menu

5. Fetch & Continue. Make sure you have a recent lead created in your noCRM.io account

Connect your action app account and set up the template document

1. Choose an Action App: PandaDoc
2. Choose an Action: Create Document
3. Connect Zapier to your PandaDoc account
4. Edit Template to set up your PandaDoc template document Based on the lead you tested earlier, select the fields you want to plug into your template document

5. Test the step and the Action set up is finished!

Set up the search for the right lead

1. Choose an Action App: noCRM.io
2. Choose an Action: Find Lead
3. Based on the lead retrieved in the first step, the trigger phase, select the email address of the lead.

4. Test the step and click on the "Add a step" button

Set up the lead attachment

1. Choose an Action App: noCRM.io
2. Choose an Action: Add Attachment
3. Connect Zapier to your noCRM.io account which you've already done in the first step
4. Choose the option "Use a Custom Value (advanced)" to fill the Lead field.
5. Select the lead's email address from Step 3
6. Based on the details Zapier retrieved from the PandaDoc created document, select the attachment name and the attached file.

7. Test the step and the Action set up is finished!

Set the activity to be logged

1. Choose an Action App: noCRM.io
2. Choose an Action: Log an Activity
3. Connect Zapier to your noCRM.io account which you've already done in the first step
4. Edit Template to set up your Activity

Based on the list of activities and outcomes you've created in your noCRM.io account, select the activity/outcome desired. In this case, we've created a new activity named "`Proposal Sent"