---
title: "How to: Send your lead a custom proposal using a manual trigger"
description: "Send a custom proposal from noCRM in a click"
url: https://help.nocrm.io/de/articles/174-how-to-send-your-lead-a-custom-proposal-using-a-manual-trigger
collection: "Integrationen"
updated: 2026-09-21
language: de
alternates: [en, pt-br, fr, es, it]
---

# How to: Send your lead a custom proposal using a manual trigger

Send a custom proposal from noCRM in a click

# How to: Send your lead a custom proposal using a manual trigger

Has your lead entered the proposal stage? Do you need to send a customizable proposal template? Stop jumping back and forth from one app to another and create a manual trigger to send a template proposal for you. By automating part of the process, you can enhance your sales team efficiency.

## What is a manual trigger?

A manual trigger allows you to manually trigger the [workflow](https://www.nocrm.io/no-code-academy/introduction)/task you want Zapier to execute in the same or another app directly from your lead’s Actions menu.

## With our Zapier connection to PandaDoc, you can:

Manually select which lead you want to send a proposal to and hit the _send button_ from noCRM; Ensure your proposal includes all the custom variables of your lead including their full name, company name, amount proposed, and any other information you need to plug in; Automatically attach your sent proposal to the lead; Log the activity automatically on the lead.

  

![](https://ydncrm-www.s3.amazonaws.com/V2/Help%20Center%20V2/pdthreeactions.png)

Find out more about what you can do with the lead _Actions_ menu [here](https://help.nocrm.io/en/articles/33-connect-nocrm-to-your-information-system.md).

  
All you need to set it up are **PandaDoc, noCRM.io, and Zapier** accounts.

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If you don’t have an account with noCRM.io, [**click here**](https://www.nocrm.io/) **to start a FREE trial.**  
If you don't have an account with Zapier, [**click here**](https://zapier.com/sign-up/) **to sign up for a FREE trial.**  
If you don't have an account with PandaDoc, [**click here**](https://signup.pandadoc.com?source=nocrm-io) **to sign up for a FREE trial.**

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## Get started

[**Set up your TRIGGER: Send Template Proposal Manual Action**](#trigger) [**Set up your ACTION: Create PandaDoc Document**](#action) [**Set up your second ACTION: Find the lead**](#action1) [**Set up your third ACTION: Add Attachment**](#action2) [**Set up your fourth ACTION: Log the Activity**](#action3)

### Connect your trigger app account and set up the manual trigger

Sign into your Zapier account and click on the **MAKE A ZAP!** button at the very top where you will be directed to a new page:

![](https://ydncrm-www.s3.amazonaws.com/V2/Help%20Center%20V2/ZapierZapbook.png)

**1.** Choose the Trigger App: **noCRM.io**  
**2.** Choose the Trigger: **New Manual Trigger**  
**3.** Connect Zapier to your noCRM.io account if you haven’t already by  

Entering your slug/account name (`https://ACCOUNT.nocrm.io`) Entering your API Key (Go to your nocrm.io account **Admin Panel**, select **Webhooks and API**, **API Keys** then click on the **Create an API Key** button and name it.)

  
  
  
**4.** Name your Event— This will be the name of the trigger in the _Actions_ menu  
  

![](https://ydncrm-www.s3.amazonaws.com/V2/Help%20Center%20V2/APIKey.png)![](https://ydncrm-www.s3.amazonaws.com/V2/Help%20Center%20V2/pdeventname.png)

**5.** Fetch & Continue. Make sure you have a recent lead created in your noCRM.io account

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### Connect your action app account and set up the template document

**1.** Choose an Action App: **PandaDoc**  
**2.** Choose an Action: **Create Document**  
**3.** Connect Zapier to your PandaDoc account  
**4.** Edit Template to set up your PandaDoc template document Based on the lead you tested earlier, select the fields you want to plug into your template document

![](https://ydncrm-www.s3.amazonaws.com/V2/Help%20Center%20V2/pdedittemplate.png)

**5.** Test the step and the Action set up is finished!

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### Set up the search for the right lead

**1.** Choose an Action App: **noCRM.io**  
**2.** Choose an Action: **Find Lead**  
**3.** Based on the lead retrieved in the first step, the trigger phase, select the email address of the lead.  

![](https://ydncrm-www.s3.amazonaws.com/V2/Help%20Center%20V2/pdfindlead.png)

**4.** Test the step and click on the "**Add a step**" button

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### Set up the lead attachment

**1.** Choose an Action App: **noCRM.io**  
**2.** Choose an Action: **Add Attachment**  
**3.** Connect Zapier to your noCRM.io account which you've already done in the first step  
**4.** Choose the option "Use a Custom Value (advanced)" to fill the Lead field.  
**5.** Select the lead's email address from Step 3  
**6.** Based on the details Zapier retrieved from the PandaDoc created document, select the attachment name and the attached file.

![](https://ydncrm-www.s3.amazonaws.com/V2/Help%20Center%20V2/pdcustomvalue.png)

**7.** Test the step and the Action set up is finished!

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### Set the activity to be logged

**1.** Choose an Action App: **noCRM.io**  
**2.** Choose an Action: **Log an Activity**  
**3.** Connect Zapier to your noCRM.io account which you've already done in the first step  
**4.** Edit Template to set up your Activity

Based on the list of activities and outcomes you've created in your noCRM.io account, select the activity/outcome desired. In this case, we've created a new activity named "**\`Proposal Sent**"

![](https://ydncrm-www.s3.amazonaws.com/V2/Help%20Center%20V2/pdactivitylog.png)

**5.** Test the step and the Action set up is finished!

![](https://ydncrm-www.s3.amazonaws.com/V2/Help%20Center%20V2/pdthreeactions.png)

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