The moment it happens

Post signed PandaDoc deals to #saleswins

When a client signs, the team sees the rep, the document and the deal amount in Slack.

Runs: The moment it happens
Apps: PandaDoc
AI: Not needed
Access: production API key

Send this to your assistant

Create a ClickRuntime automation: when a PandaDoc document is completed, post the document owner, the document name and the total amount to #saleswins in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Add to ChatGPT Add to Claude

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A rep finishes weeks of back-and-forth, the client signs the proposal in PandaDoc, and nothing happens. The rep might tell a manager, who might remember to mention it in a meeting. Meanwhile the rest of the sales team has no idea a deal just closed, finance does not know a contract exists, and the quiet win does nothing for morale.

When PandaDoc reports a document state change, the event is checked and only completed documents are passed through. A message then goes into #saleswins naming the document, so the channel receives a note the moment the last signature lands. Documents that are merely sent, viewed or declined are ignored.

Sales leaders use it to keep the floor energized, and revenue operations teams use it as a visible trail of exactly when each contract closed.

What you get out of it

Wins get noticed within seconds
The message appears as soon as the final signer finishes. Teammates can react, and a manager can congratulate the rep the same hour, which is worth far more than a mention in next Monday's meeting. Recognition lands while it still feels earned.
A shared record of closing dates
Each post carries a timestamp from PandaDoc's completion event. Finance and operations can see when a contract actually completed, which helps when billing starts from the signature date rather than the proposal date.
Morale without extra work
Reps do not have to announce their own wins, which many feel awkward about. The channel does it consistently, so quieter performers get the same recognition as people who like to celebrate.
Cross-team awareness
Customer success, delivery and finance can see when a signed document arrives and start onboarding, provisioning or invoicing. Handoffs begin from a notification instead of from someone remembering to forward an email.
Only finished contracts count
Filtering on the completed state keeps drafts, sent documents and declined proposals out of the celebration channel. The people reading it can believe each message means money has been agreed.

How it works

What happens, step by step

When a PandaDoc document changes status, PandaDoc tells ClickRuntime straight away.
ClickRuntime only continues when the document has been fully signed.
It posts to #saleswins in Slack with the document name, the deal amount and currency, and the rep who owns it.

Before it runs live

Connect PandaDoc
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Post signed PandaDoc deals to #saleswinsjust nowSucceeded

Slack · #saleswinsSigned: Northwind annual proposal (24,000.00 USD) Owner: Sam Lee

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other PandaDoc steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

document_completed_saleswins.pyexample

from clickruntime import on_event, notify

@on_event
def handle(event):
    posted = 0
    for item in event.json or []:
        doc = item.get("data") or {}
        if item.get("event") != "document_state_changed" or doc.get("status") != "document.completed":
            continue
        owner = doc.get("created_by") or {}
        total = doc.get("grand_total") or {}
        notify.slack(
            f"Signed: {doc['name']} ({total.get('amount', '?')} {total.get('currency', '')})\n"
            f"Owner: {owner.get('first_name', '')} {owner.get('last_name', '')}",
            channel="#saleswins",
        )
        posted += 1
    return {"posted": posted}

FAQ

Common questions

What counts as completed in PandaDoc?

A document is completed once every recipient who is required to sign has done so. Documents that are only sent, viewed, waiting on approval or declined do not reach that status, so they do not post to the channel.

Can it include the deal value?

If the amount is available in the document's pricing table or tokens, it can be included in the message. Your AI assistant can add it and show you the revised post before it replaces the live one.

Do template-based and uploaded documents both post?

Yes. The event is about the document's status rather than how it was created, so a proposal built from a template and a PDF someone uploaded both post once they are fully signed. Nothing extra is needed from the rep.

What permissions does it need?

production API key. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run for each event the app sends.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

The moment it happens