Create activities in Pipedrive when document status changes in PandaDoc
Streamline your document management and sales process with this efficient workflow. When a document status change occurs in PandaDoc, an activity is promptly created in Pipedrive. This smooth transition ensures you never miss an update and empowers you to timely react on your sales pipeline. Increase productivity by reducing manual entry and focus on scaling your business growth.
Streamline your document management and sales process with this efficient workflow. When a document status change occurs in PandaDoc, an activity is promptly created in Pipedrive. This smooth transition ensures you never miss an update and empowers you to timely react on your sales pipeline. Increase productivity by reducing manual entry and focus on scaling your business growth.
- When this happens...Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
- automatically do this!Create Activity
Creates a new activity.
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