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Ideas to Improve PandaDoc: Automations

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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

4 votes

AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) shared this idea · Sep 27, 2023 · Admin →

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Benedikt Ruf commented · April 28, 2023 8:57 AM

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")

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