Update a deal in Pipedrive when a GetAccept document is opened
When this happensStep 1: Document Viewed
Then do thisStep 2: Update Deal
Stop updating your Pipedrive deals manually! Automatically update a deal when a GetAccept document is opened.
Note: Only opened documents sent by the authenticated user in GetAccept will update the Pipedrive deal
How this GetAccept-Pipedrive integration works
- A GetAccept document is opened by a recipient
- Pipedrive deal connected to the recipient is updated