Search Contacts by Email or ID

Search for contacts using the Contact's ID or email address without creating a new contact if it doesn't exist yet.

Update or Create a Contact (By Email Address)

Update or Create a Contact (By Email Address)

Document Sent

Triggers when a document is sent.

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

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.