Can I filter documents by type or criteria before creating milestones?

Yes, you can filter documents based on type or specific criteria to create milestones appropriately.

Can I define specific milestone details in ClickUp?

Yes, you can customize details like milestone name and due date in ClickUp.

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

Project managers use this to ensure that approved documents lead directly to milestone creation for streamlined project tracking.

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ClickUp + PandaDoc

Create ClickUp Milestone from Approved PandaDoc Documents

This automation generates a milestone in ClickUp whenever a document is approved in PandaDoc, ensuring critical approvals are immediately actionable.

Document Approved

Triggers when a document is approved in PandaDoc.

Create ClickUp Milestone

Generates a milestone in ClickUp for the approved document.

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

or pick a common variation below

Send ClickUp Notifications for Expiring PandaDoc Documents

ClickUp + PandaDoc

Create ClickUp Tasks from New PandaDoc Completed Forms

ClickUp + PandaDoc

Send ClickUp Notifications for PandaDoc Document Requests

ClickUp + PandaDoc

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create ClickUp milestone from approved PandaDoc documents"

Create ClickUp milestone from approved PandaDoc documents

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 ClickUp + PandaDoc.

Create Task

Creates a new task in Clickup

Create Task Comment

Adds a comment to a Clickup task

Create Time Entry

Creates a new time entry for a Clickup task

Update Task

Updates an existing task in Clickup

Create Folder

Creates a new folder in Clickup

Create List

Creates a new list in Clickup

List Spaces

Lists all Clickup spaces

Get Task Comments

Gets comments for a Clickup task

Search Tasks

Searches for tasks in ClickUp based on criteria

New ClickUp Task

Triggers when a new ClickUp task is created

ClickUp Task Changes

Triggers when a ClickUp task is updated

New Document Created

Triggers when a new document is created in PandaDoc

App details

ClickUp

ClickUp is an all-in-one productivity platform for planning, tracking, and collaborating on projects. Manage tasks, docs, goals, and more in a customizable workspace.

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.