How do I specify which Slack messages trigger a new contract?

You can specify keywords or phrases in Slack messages that should trigger the creation of a new contract, and DryMerge will handle it.

Can I integrate this with my CRM?

Yes, you can integrate this with your CRM. Describe the necessary configurations to DryMerge, and your CRM will be incorporated into the workflow.

Who uses this automation and for what purpose?

Customer success teams use this to quickly generate contracts based on client communication, reducing onboarding time and improving efficiency.

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PandaDoc + Slack

Create PandaDoc Contracts from Slack Messages

Streamline your client onboarding process by automatically creating new PandaDoc contracts when clients send key information via Slack. This eliminates manual data entry and speeds up onboarding.

Key Slack Message

Triggers when a Slack message contains key client information.

Create PandaDoc Contract

Creates a new contract in PandaDoc using the provided information.

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

or pick a common variation below

Create PandaDoc Templates from Slack Mentions

PandaDoc + Slack

Create PandaDoc Proposals from Slack Command

PandaDoc + Slack

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create PandaDoc contracts from Slack messages"

Create PandaDoc contracts from Slack messages

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 + Slack.

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.

Slack

Slack is a collaboration hub that brings team communication together in one place. Streamline communication and trigger actions based on messages and events.