Allow one zap to work with multiple templates
I want to set up a zap based on a trigger which include multiple templates
so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones
AdminSolomiia Mereniuk
(Admin, PandaDoc)
shared this idea
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Rachele Galang Ong commented
As per the customer: "I wanted to reach out about something that would be a total game-changer for how we use the PandaDoc/Zapier integration.Right now, when we set up a "Document completed" trigger, we can only pick one template at a time. If we have seven different templates that all need the same thing to happen after they're signed, we're stuck creating seven separate Zaps.
What would be amazing is if we could select multiple templates in a single trigger. So instead of saying "when Template A is completed, do this," we could say "when Template A, B, or C is completed, do this." One Zap, multiple templates, same automation.
I've noticed other apps on Zapier already do something similar, and it works really well. It just feels like a natural fit for how people use document automation in the real world.
Would love to know if this is something your team might consider adding. Happy to chat more about how we're using it if that's helpful.
Thanks for hearing me out!​"