Track document status changes in PandaDoc and create corresponding activities in Salesmate
Keep your sales team updated with this convenient workflow. With every alteration in document status in PandaDoc, an activity is immediately initiated in Salesmate, ensuring everyone remains current with progress. Simplify the tracking process and enhance your team efficiency with this seamless workflow.
Keep your sales team updated with this convenient workflow. With every alteration in document status in PandaDoc, an activity is immediately initiated in Salesmate, ensuring everyone remains current with progress. Simplify the tracking process and enhance your team efficiency with this seamless workflow.
- 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, probably with input from previous steps.
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