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Automations: Attach PDF to Zendesk sell when PandaDoc document status changed

Option to have automations: Attach PDF to Zendesk sell when PandaDoc document status changed

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AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) shared this idea  ·   ·  Admin →
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Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded  · 

Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

For more information, contact our Support Team.

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  • Benedikt Ruf commented  · 

    Trigger: Pandadoc document completed
    Action: Attach PDF to deal page in documents section (mapped via deal.id)
    (Action 2: Add automatically a note on Zendesk deal page about the action made "Name.Document attached")