Update or Create Contact (By Email Address)

Finds and updates an existing Contact or Creates one by email address. For existing Contacts, it only updates present fields that have non-empty values so you won't empty existing data. Currently, a contact is always created if missing, Zapier's checkbox "Create ClickFunnels Contact if it doesn't exist yet?" is ignored when checked off. If you would like a contact not to be created, you can use an additional "Search Contacts by Email or ID" search step to:

Document Completed

Triggers when a document is completed.

Create Attachment

Create an attachment for a document.

Create Document

Create a document from a template.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Get Document Attachments

Get files attached to a document.

Create Account

Create an Account in SharpSpring.

Create/Update Lead

Create a Lead in SharpSpring or update by email address.

Update or Create a Contact (By Email Address)

Update or Create a Contact (By Email Address)

Document Status Changed

Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

Create Contact [Deprecated]

Create a new contact in PandaDoc.

Create or Update Contact

Create a new contact or update an existing one.

Find Document

Find a document by name, status, and other parameters.

Get Document by ID

Get detailed data about a document.

Create Campaign

Create a new Campaign in SharpSpring.

Create/Update Opportunity