How to Setup?


  1. "When this happens..."
    1. Choose App & Event
      1. Choose App: PandaDoc
      2. Choose Trigger Event: Document Completed
    2. Choose Account
      1. Select an existing PandaDoc account from the drop-down, or;
      2. Select "Add a New Account" from the bottom of the drop-down
      3. A pop-up window appears, in which you'll need to log into your PandaDoc account, and grant access to Zapier
    3. Customize Document
      1. If you want to track a specific Document, select it from the Template drop-down
      2. Alternatively, you can leave the Template drop-down blank, which will create a dot on the Activity Timeline for every contract that gets signed (moves to the "Completed" status in PandaDoc)
    4. Find Data
      1. Click the Test & Review button
      2. Go to PandaDoc, and send a contract to yourself and sign it
        1. Tip: Prior to signing the contract, check if Zapier is still looking for sample data
      3. Zapier should pick this up (this can take a few minutes) automatically, and use it as sample data
    5. You can now move to the "do this..." step
  2. "Do this..."
    1. Choose App & Event
      1. Choose App: CustomerGauge
      2. Choose Action Event: Update/Create Activity
    2. Choose Account
      1. Select an existing CustomerGauge account from the drop-down, or;
      2. Select "Add a New Account" from the bottom of the drop-down
      3. A pop-up window appears, in which you'll need to log into your CustomerGauge account
        1. Tip: rename your newly created account to something you'll recognize in the future
    3. Customize Activity
      Please note: fields may vary based on PandaDoc setup, and business needs
      1. Account: Choose the field representing the Account Name (we used Token Client Company)
      2. Contact: Choose the field representing the Contact's Email Address (we used Recipients Email) — this is optional
      3. Activity Type: Type in what type of activity this represents — we chose to go for "Contract Signed". This will be displayed as a category in the Activity Timeline.
      4. Activity Reference: Choose the field representing the unique event (we used ID) — this is optional if creating, but required to update an existing activity
      5. Activity Source: Type in the name of the system (we wrote PandaDoc)
        1. Tip: if using multiple PandaDoc feeder systems, name it accordingly, for example "PandaDoc EU"
      6. Activity Date/Time: Type in the merge tag "{{zap_meta_iso_utc}}" — this will send the date/time of the moment this Zap gets triggered.
      7. Additional Information: You can choose to provide more information attached to this Activity. For each additional information item, you'll need to fill in both the "Additional Information Label" and corresponding "Additional Information Value". Some examples for this recipe are;
        1. Additional Information Label 1: "Grand Total", Additional Information Value 1: Grand Total Amount
        2. Additional Information Label 2: "Currency", Additional Information Value 2: Grand Total Currency
    4. Send Data
      1. You can choose to Test & Review, to see if the Activity gets created in your CustomerGauge system.
      2. When happy with your setup, turn your Zap ON, and you're all done!


Where can you track it in CustomerGauge?


You can track the activities in the Activity Timeline Reporting Widget in your CustomerGauge System. You can add this widget to any report of your choice.