Update deals in Pipedrive when documents are sent in SignWell
It's great to close a deal, but boring to go through the process. Use this template to automate the tedious work and update deals in Pipedrive whenever documents are sent in SignWell.
It's great to close a deal, but boring to go through the process. Use this template to automate the tedious work and update deals in Pipedrive whenever documents are sent in SignWell.
- When this happens...Document Sent
Triggers when a document is sent.
- automatically do this...Find Deal
Triggers when a new deal is created.
- then do this!Update Deal
Updates an existing deal.
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