PandaDoc + Zendesk Sell

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.

  1. When this happens...
    PandaDocPandaDoc
    Document Paid

    Triggers when a document is paid.

    TriggerInstant
  2. automatically do this!
    Zendesk SellZendesk Sell
    Update Deal

    Updates an existing deal.

    ActionWrite
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Supported triggers and actions

    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • 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
pandadoc logo
pandadoc logo

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

Related categories

  • Documents

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zendesk-sell logo
zendesk-sell logo

About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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