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.
- When this happens...Deal Matching Filter
Triggers when a deal matches a Pipedrive filter.
- automatically do this!API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
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