Update deals in Zendesk Sell when new documents get paid in PandaDoc
Keep your sales process streamlined with this automation. When an invoice gets paid in PandaDoc, it will promptly update the relevant deal in Zendesk Sell. This workflow ensures your sales data remains up-to-date, sparing you manual data entry and letting you focus on reaching your sales targets.
Keep your sales process streamlined with this automation. When an invoice gets paid in PandaDoc, it will promptly update the relevant deal in Zendesk Sell. This workflow ensures your sales data remains up-to-date, sparing you manual data entry and letting you focus on reaching your sales targets.
- When this happens...Document Paid
Triggers when a document is paid.
- automatically do this!Update Deal
Updates an existing deal.
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