Can I filter which discussions trigger follow-up tasks?

Yes, you can filter discussions based on keywords, participants, or document types. Define your criteria, and DryMerge will manage the filtering.

Can I add specific details to the follow-up tasks?

Absolutely, you can customize follow-up tasks with various details such as deadlines, assignees, and task descriptions.

Who will benefit the most from this automation?

This automation is ideal for project teams and managers who need to ensure that discussions lead to actionable tasks.

PandaDoc + Pivotal Tracker

Create Follow-Up Pivotal Tracker Tasks from Pandadoc Document Discussions

Ensure action items are not missed by creating follow-up tasks in Pivotal Tracker directly from discussions within Pandadoc documents. This helps maintain accountability and organization.

Document Discussion

Triggers when there is a discussion in a Pandadoc document.

Create Follow-Up Tasks

Creates follow-up tasks in Pivotal Tracker based on the discussion.

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

Comment on Pivotal Tracker Tasks from Pandadoc Document Notes

PandaDoc + Pivotal Tracker

Update Pivotal Tracker Stories from Pandadoc Document Status

PandaDoc + Pivotal Tracker

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create follow-up Pivotal Tracker tasks from pandadoc document discussions"

Create follow-up Pivotal Tracker tasks from pandadoc document discussions

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.