Automations: Pipedrive attach PDF when document completed
I would like to attach a PDF to the Pipedrive deal if the PandaDoc document status is changed to "completed." Currently PandadDoc only allows me to attach a PDF to a Pipedrive deal if the document status is changed to "sent." All other CRM automations have the option to choose between "sent" or "completed," so I'm not sure why Pipedrive doesn't have the same automation.
3
votes
Aaron Adams
shared this idea
It will be released very soon (next month) but it's already available. If you are interested, drop me an email :)
https://www.loom.com/share/298c6283f24a44cbb822c94b448b941a
PS it's not under Automations but it's native, in your Sync Rules.