Settings and activity

  1. 358 votes

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  2. 236 votes

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  3. 66 votes

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    An error occurred while saving the comment
    Bastiaan Bijl commented  · 

    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

    Bastiaan Bijl supported this idea  · 
  4. 1 vote

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    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.

  5. 26 votes

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    Bastiaan Bijl supported this idea  · 
  6. 3 votes

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    Bastiaan Bijl shared this idea  · 
  7. 274 votes

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    Bastiaan Bijl supported this idea  · 
  8. 484 votes

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    Bastiaan Bijl supported this idea  · 
  9. 165 votes

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  10. 7 votes

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    Bastiaan Bijl supported this idea  ·