Notify team in Slack when document is sent in PandaDoc, and retrieve opportunity details from Salesforce
Notify team in Slack when document is sent in PandaDoc, and retrieve opportunity details from Salesforce
Notify your team in Slack when a document is sent for approval in PandaDoc, while retrieving relevant opportunity details from Salesforce. This ensures timely communication and informed decision-making.
Zap details:
Overview
Notify your team in Slack when a document is sent for approval in PandaDoc, while retrieving relevant opportunity details from Salesforce. This ensures timely communication and informed decision-making.