Attach PDF of newly-completed PandaDoc documents to Pipedrive deals
If you want Pipedrive to serve as a single source of truth, you’ll need to keep your deal records up to date with copies of all your finalized documents. Setup this Zapier integration to automatically attach a PDF copy of your completed PandaDoc documents to your Pipedrive deals.
If you want Pipedrive to serve as a single source of truth, you’ll need to keep your deal records up to date with copies of all your finalized documents. Setup this Zapier integration to automatically attach a PDF copy of your completed PandaDoc documents to your Pipedrive deals.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Attach File
Uploads a file and attaches it to a deal, person, organization, activity, product or note.
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