Settings and activity
9 results found
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6 votes
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109 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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118 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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79 votes
Hi there! Thank you for submitting your idea. We aren’t planning on building the integration with Close.io into our feature set at this point in time since it doesn’t fit into our current product roadmap. However, please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Bastiaan Bijl
supported this idea
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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.
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47 votes
Hi there! Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
Bastiaan Bijl
supported this idea
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3 votesBastiaan Bijl
shared this idea
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439 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
Bastiaan Bijl
supported this idea
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11 votesBastiaan Bijl
supported this idea
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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