How can I filter the notes that trigger comments?

DryMerge allows you to filter notes based on content, such as specific keywords, document type, or note author, to ensure only relevant comments are added.

Can I specify which tasks receive comments?

Yes, you can set up filters to ensure that only relevant Pivotal Tracker tasks receive comments based on the notes added in Pandadoc.

Who benefits from this automation?

This automation is useful for project teams who need to keep Pivotal Tracker tasks updated with the latest notes from document reviews and discussions.

PandaDoc + Pivotal Tracker

Comment on Pivotal Tracker Tasks from Pandadoc Document Notes

Enhance collaborative tracking by adding comments to Pivotal Tracker tasks when notes are added to Pandadoc documents. This ensures all relevant information is captured and communicated effectively.

Document Note Added

Triggers when a note is added to a Pandadoc document.

Add Task Comments

Adds comments to the relevant task in Pivotal Tracker based on the note.

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

or pick a common variation below

Create Pivotal Tracker Tasks for Pandadoc Document Expirations

PandaDoc + Pivotal Tracker

Create Follow-Up Pivotal Tracker Tasks from Pandadoc Document Discussions

PandaDoc + Pivotal Tracker

Create Pivotal Tracker Stories for New Pandadoc Documents

PandaDoc + Pivotal Tracker

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Comment on Pivotal Tracker tasks from pandadoc document notes"

Comment on Pivotal Tracker tasks from pandadoc document notes

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 + Pivotal Tracker.

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.

Pivotal Tracker

Pivotal Tracker is an agile project management tool. Plan and track software development projects, manage user stories and tasks, and collaborate with team members to deliver high-quality software.