Update HubSpot deals when PandaDoc documents are paid

First, we need to connect PandaDoc and HubSpot to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect PandaDoc to Zapier.

  Give Zapier access to your PandaDoc account, using PandaDoc credentials.

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  Connect HubSpot to Zapier.

  Give Zapier access to your HubSpot account, using HubSpot credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for PandaDoc

  Choose the following trigger: Document Paid (Triggers when a document is paid.).

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  Then set up an Action for HubSpot

  Choose this action: Update Deal (Update a Deal in HubSpot.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between PandaDoc and HubSpot.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Update HubSpot deals when PandaDoc documents are paid!