Settings and activity
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6 votes
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110 votes
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118 votes
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79 votes
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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
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Bastiaan Bijl
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3 votesBastiaan Bijl
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440 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
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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