Settings and activity
11 results found
-
51 votes
-
67 votes
-
587 votes
-
291 votes
-
72 votes
An error occurred while saving the comment 
Bastiaan Bijl
supported this idea
·
-
1 vote
An error occurred while saving the comment Bastiaan Bijl
commented
You can do this with the current integration already:
Choose the trigger: Document Status Change.
Then you can add a filter for the status, and add the rest of the steps of your workflow.
-
31 votesBastiaan Bijl
supported this idea
·
-
3 votesBastiaan Bijl
shared this idea
·
-
327 votesBastiaan Bijl
supported this idea
·
-
245 votes
-
9 votesBastiaan Bijl
supported this idea
·
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:
Create document: https://hooks.zapier.com/hooks/catch/1111111/xxxxxxx/?oppo_id={{opportunity.id}}&name={{opportunity.contact.name}}&email={{opportunity.contact.primary_email}}&lead_id={{opportunity.lead.id}}&service={{opportunity.custom.[Service]}}&company={{opportunity.lead.custom.[Institute]}}&salesrep={{opportunity.created_by.email}}
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