Close.io
Integration with Close.io
AdminDenis Chubrik
(Admin, PandaDoc)
shared this idea
The status of this suggestion is currently unchanged. Please check back for updates.
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Bastiaan Bijl
commented
Yes please!
I was able to recreate the workflow using integration links and Zapier almost 1-to-1 with Editor 2.0:
In brief:
-Create a workflow in Zapier with a Webhook as a trigger. Copy the webhook URL.
-Create an opportunity integration link in Close to push opportunity data to the webhook URL from the previous step (see below for the integration link).
-Go back to Zapier and add an action to your step to create a document in Pandadoc. Use the data from the webhook to fill the document fields.
-Create a subsequent action in the zap to copy the Pandadoc document ID to a custom opportunity field in Close. When you create another integration link, you'll be able to open the document from Close directly.
-Complete the document and send it.I have other workflows in Zapier that update the opportunity when the document status changes.
Integration links:
View Document: https://app.pandadoc.com/a/#/documents/{{opportunity.custom.[PandaDoc ID]}}/
I hope this helps. If you have any further questions, please let me know.
Here is a link to the Zap: https://zapier.com/shared/43fbc9761e7ecbfe8c362e419d8d1fad5a76be9d
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AdminRaena Aniban
(Admin, PandaDoc)
commented
Looking forward to see close.io to be compatible with editor 2.0 very soon please.
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It would be great to add the integration with Close.io CRM
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Please add the integration
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JLN Accounts Team
commented
Bump
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Kevin Wathey
commented
Bump
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Kevin Wathey
commented
This would be AWESOME!
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Kevin Wathey
commented
Pleaseeee!
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Kash Irons commented
This would be awesome
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Denise Livingston
commented
yes, please!
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Dick Driver commented
Bump
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AdminYuliya Valko (Admin, PandaDoc) commented
yes, please!
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Let's get it done
