Bitrix24 CRM + PandaDoc

Handle completed PandaDoc documents by initiating deal actions in Bitrix24 CRM

Streamline your sales process by linking PandaDoc with Bitrix24 CRM. Once set, this workflow activates when a document is completed in PandaDoc, prompting a concerted deal action within Bitrix24 CRM. This efficient setup allows you to effortlessly keep your records up-to-date, ensuring sales and business operations run smoothly.

When this happens...
Document Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
Deal Action
Deal create or update action.
ActionWrite

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Supported triggers and actions

- Source
Trigger
Instant
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- Source
Trigger
Instant
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- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Document IDRequired
Action
Search
- EventRequired
Trigger
Instant
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- EventRequired
Trigger
Instant
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- EventRequired
Trigger
Instant
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Task Trigger (Add)
Fires when a new task is added.
Trigger
Instant
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Task Trigger (Update)
Fires when a task is updated.
Trigger
Instant
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- Autoload fields
- ActionRequired
Action
Write
- Autoload fields
- ActionRequired
Action
Write
- User IDRequired
- MessageRequired
- TypeRequired
Action
Write
- Autoload fields
- ActionRequired
- Entity Type IdRequired
Action
Write
- Task IDRequired
- Task Title
- Responsible User ID
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filterRequired
Action
Search
- Select field names to filterRequired
Action
Search
- Entity Type IdRequired
- Select field names to filterRequired
Action
Search

- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- warning
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search
- EventRequired
Trigger
Instant
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- EventRequired
Trigger
Instant
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- EventRequired
- Entity Type IdRequired
Trigger
Instant
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Task Trigger (Delete)
Fires when a task is deleted.
Trigger
Instant
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- Author IDRequired
- Blogpost TitleRequired
- MessageRequired
Action
Write
- Autoload fields
- ActionRequired
Action
Write
- Autoload fields
- ActionRequired
Action
Write
- Autoload fields
- ActionRequired
Action
Write
- Task TitleRequired
- Responsible User IDRequired
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filterRequired
Action
Search
- Select field names to filterRequired
Action
Search
- Select field names to filterRequired
Action
Search

About Bitrix24 CRM

Bitrix24 is a free CRM, project management and collaboration platform used by 10 million teams and available in 18 different languages.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Learn more