PandaDoc + Salesforce
Update Salesforce records when PandaDoc document status changes
Keep your Salesforce records up-to-date whenever there's a change in your PandaDoc documents with this automation. This workflow is activated whenever a document status changes in PandaDoc, and it immediately updates the corresponding record in Salesforce. Save time and ensure consistency across your sales processes by letting this integration do the work for you.
Keep your Salesforce records up-to-date whenever there's a change in your PandaDoc documents with this automation. This workflow is activated whenever a document status changes in PandaDoc, and it immediately updates the corresponding record in Salesforce. Save time and ensure consistency across your sales processes by letting this integration do the work for you.
- When this happens...Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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