Can I filter signers based on their roles?

Yes, DryMerge allows you to filter signers based on their roles. Specify the role criteria, and DryMerge will apply the filters.

Can I add additional information to the contact?

Certainly. You can include additional details like the signer’s company or job title. Describe your needs, and DryMerge will configure it accordingly.

Which people use this automation? What do they use it for?

This automation is used by project managers and team leads to effortlessly keep their contact lists updated with new collaborators.

PandaDoc + Teamwork

Add PandaDoc Signers as Teamwork Contacts

Automatically add new signers from PandaDoc to your Teamwork contacts. This helps build your contact list effortlessly and keeps all collaborator information in one place.

New Signer Added

Triggers when a new signer is added in PandaDoc.

Create Teamwork Contact

Creates a new contact in Teamwork for the signer.

See more PandaDoc to Teamwork integrations or use AI to customize your automation.

or pick a common variation below

Notify Project Teams of New PandaDoc Signatures

PandaDoc + Teamwork

Create Teamwork Tasks for New PandaDoc Documents

PandaDoc + Teamwork

Update Teamwork Projects with PandaDoc Form Data

PandaDoc + Teamwork

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add PandaDoc signers as Teamwork contacts"

Add PandaDoc signers as Teamwork contacts

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with PandaDoc + Teamwork.

App details

PandaDoc

PandaDoc is a document automation software. Create, send, track, and e-sign documents, proposals, and contracts to streamline your document workflow and close deals faster.

Teamwork

Teamwork is a project management and team collaboration platform. Manage projects, tasks, and resources, track time, and collaborate with team members to improve productivity and efficiency.