How can I filter for specific document values?

DryMerge allows you to filter documents based on values, keywords, or other relevant criteria. Just provide the filtering details, and DryMerge will apply them.

Can I customize the task assignments in Wrike?

Yes, you can specify the task assignee and other task details in Wrike. DryMerge will configure it accordingly.

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

This automation is used by project managers and workflow coordinators to streamline task assignments based on document contents.

PandaDoc + Wrike

Assign Wrike Tasks Based on PandaDoc Document Values

Automatically assign tasks in Wrike when documents with certain values are created in PandaDoc. This helps streamline workflows and ensures that specific tasks are promptly addressed.

Document with Specific Values

Triggers when a document with specific values is created in PandaDoc.

Assign Task

Automatically assigns a task in Wrike.

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

or pick a common variation below

Update Wrike Tasks Based on PandaDoc Document Changes

PandaDoc + Wrike

Initiate Wrike Tasks for PandaDoc Document Comments

PandaDoc + Wrike

Alert Teams in Wrike of PandaDoc Document Viewing

PandaDoc + Wrike

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Assign Wrike tasks based on PandaDoc document values"

Assign Wrike tasks based on PandaDoc document values

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 + Wrike.

New Document Created

Triggers when a new document is created in PandaDoc

Document Status Changed

Triggers when the status of a document changes in PandaDoc

New Template Created

Triggers when a new template is created in PandaDoc

New Document Sent

Triggers when a new document is sent in PandaDoc

New Document Viewed

Triggers when a document is viewed in PandaDoc

New Document Completed

Triggers when a document is completed in PandaDoc

New Document Expired

Triggers when a document expires in PandaDoc

New Document Deleted

Triggers when a document is deleted in PandaDoc

New Document Comment

Triggers when a new comment is added to a document in PandaDoc

Create Document

Creates a new document in PandaDoc

Delete Document

Deletes a document in PandaDoc

Update Document

Updates an existing document in PandaDoc

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.

Wrike

Wrike is a versatile work management platform for teams of all sizes. Plan projects, streamline workflows, and collaborate in real-time to enhance team productivity and visibility.