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Jira Software Cloud + PandaDoc

Manage updated PandaDoc documents by creating issues in Jira Software Cloud

Streamline your document management and issue tracking process with this workflow. When a document status is updated in PandaDoc, a corresponding issue is created in Jira Software Cloud promptly. This means you no longer have to manually track changes and update your project management tool, increasing productivity and efficiency in your workflow. Your work becomes much more straightforward, allowing you to focus on tasks that require your vital attention.

Streamline your document management and issue tracking process with this workflow. When a document status is updated in PandaDoc, a corresponding issue is created in Jira Software Cloud promptly. This means you no longer have to manually track changes and update your project management tool, increasing productivity and efficiency in your workflow. Your work becomes much more straightforward, allowing you to focus on tasks that require your vital attention.

  1. When this happens...
    PandaDocPandaDoc
    Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

    TriggerInstant
  2. automatically do this!
    Jira Software CloudJira Software Cloud
    Create Issue

    Creates a new issue.

    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-software-cloud logo
jira-software-cloud logo

About Jira Software Cloud

Jira Software Cloud is a bug and issue tracking tool that allows software developers to manage product development. This integration connects to cloud-hosted instances of Jira.
Learn moreHelp

Related categories

  • Project Management
pandadoc logo
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.

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