Can I change the duration before triggering the follow-up?

Yes, you can specify a different duration before triggering the follow-up task. DryMerge will configure the automation to suit your needs.

Can I assign tasks to specific team members?

Yes, you can assign the generated follow-up tasks to specific team members in Salesforce. DryMerge will set up the automation as per your instructions.

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

This automation is used by sales and account management teams to ensure timely follow-ups on unsigned documents and improve client engagement.

PandaDoc + Salesforce

Create Follow-Up Tasks for Unsigned PandaDoc Documents in Salesforce

Generate follow-up tasks in Salesforce for PandaDoc documents that remain unsigned after a week, ensuring timely follow-ups with clients.

Document Unsigned for a Week

Triggers when a document remains unsigned for a week in PandaDoc.

Create Follow-Up Task

Generates follow-up tasks in Salesforce.

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

or pick a common variation below

Archive Expired PandaDoc Documents in Salesforce

PandaDoc + Salesforce

Notify Teams of New PandaDoc Documents in Salesforce

PandaDoc + Salesforce

Create Salesforce Contacts from New PandaDoc Documents

PandaDoc + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create follow-up tasks for unsigned PandaDoc documents in Salesforce"

Create follow-up tasks for unsigned PandaDoc documents in Salesforce

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 + Salesforce.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Relationship

Creates a relationship between two Salesforce objects

Create Relationship (Smart)

Creates a Salesforce relationship using object identifiers like Name instead of raw IDs

Get Relationships

Gets all relationships for a Salesforce object given a starting object

Create Case

Creates a new case in Salesforce

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.