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Jira Service Management + PandaDoc

Create requests in Jira Service Management when new documents are completed in PandaDoc

Keep your document management and customer support working seamlessly. With this workflow, once a document gets completed in PandaDoc, a corresponding request is effortlessly created in Jira Service Management. This helps you stay on top of task creation and follow-ups, making client interactions and issue resolution more efficient.

Keep your document management and customer support working seamlessly. With this workflow, once a document gets completed in PandaDoc, a corresponding request is effortlessly created in Jira Service Management. This helps you stay on top of task creation and follow-ups, making client interactions and issue resolution more efficient.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    Jira Service ManagementJira Service Management
    Create Request

    Create a new request.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write
    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
jira-service-management logo
jira-service-management logo

About Jira Service Management

Jira Service Management is help desk software that enables support agents to receive, track, manage and resolve requests from help seekers.
Learn more

Related categories

  • Customer Support
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