PandaDoc + Pipedrive

Create PandaDoc api requests from new Pipedrive deals matching filters

Effortlessly keep your sales documents up-to-date with this efficient workflow. When a deal matches your specified filter in Pipedrive, it will instantly create or update a document using PandaDoc's API Request (Beta) action. With this automation, you can easily maintain accuracy in your documents and save valuable time for your sales team.

Effortlessly keep your sales documents up-to-date with this efficient workflow. When a deal matches your specified filter in Pipedrive, it will instantly create or update a document using PandaDoc's API Request (Beta) action. With this automation, you can easily maintain accuracy in your documents and save valuable time for your sales team.

  1. When this happens...
    PipedrivePipedrive
    Deal Matching Filter

    Triggers when a deal newly matches a Pipedrive filter for the first time.

    TriggerPolling
  2. automatically do this!
    PandaDocPandaDoc
    API Request (Beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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pandadoc logo

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Learn more

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  • Documents

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pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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