Can I filter which document expirations create tasks?

Yes, you can filter document expirations based on criteria such as document type, client, or specific keywords.

Can I add deadlines and assignees to the tasks?

Absolutely, you can configure the tasks with specific deadlines and assign them to relevant team members.

Which roles benefit from this automation?

Legal and project management teams benefit from this automation by ensuring expired documents are handled promptly and systematically.

PandaDoc + Pivotal Tracker

Create Pivotal Tracker Tasks for Pandadoc Document Expirations

Ensure timely actions by creating tasks in Pivotal Tracker whenever a Pandadoc document expires. This helps prevent overlooked expired documents and necessary follow-ups.

Document Expiration

Triggers when a document reaches its expiration date in Pandadoc.

Create Tasks

Creates tasks in Pivotal Tracker for the expired document.

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

or pick a common variation below

Update Pivotal Tracker Stories for Pandadoc Document Amendments

PandaDoc + Pivotal Tracker

Update Pivotal Tracker Stories from Pandadoc Document Status

PandaDoc + Pivotal Tracker

Comment on Pivotal Tracker Tasks from Pandadoc Document Notes

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 Pivotal Tracker tasks for pandadoc document expirations"

Create Pivotal Tracker tasks for pandadoc document expirations

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.