PandaDoc + Pipedrive
Create Pipedrive activities for newly paid PandaDoc documents
Effortlessly track paid documents from PandaDoc in your Pipedrive CRM with this seamless workflow. Once a document is marked as paid in PandaDoc, a new activity will be created in Pipedrive, ensuring you're always up to date on the status of your important transactions. Stay organized and never miss a beat when it comes to managing your sales pipeline and closed deals.
Effortlessly track paid documents from PandaDoc in your Pipedrive CRM with this seamless workflow. Once a document is marked as paid in PandaDoc, a new activity will be created in Pipedrive, ensuring you're always up to date on the status of your important transactions. Stay organized and never miss a beat when it comes to managing your sales pipeline and closed deals.
- When this happens...Document Paid
Triggers when a document is paid.
- automatically do this!Create Activity
Creates a new activity.
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