How do I filter for approvals from specific clients?

DryMerge allows you to filter approval requests by client names or other criteria, ensuring only relevant approvals trigger the automation.

Can I also use this with Asana instead of Salesforce?

Yes, you can use this with Asana instead of Salesforce. Just specify the required changes, and DryMerge will set up the automation for Asana.

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

This automation is useful for team leaders and managers who need to track and manage document approvals efficiently within Salesforce.

PandaDoc + Salesforce

Create Tasks in Salesforce for PandaDoc Approvals

Generate tasks in Salesforce whenever a document approval is required in PandaDoc, keeping your workflow seamless and efficient.

Approval Required

Triggers when a document requires approval in PandaDoc.

Create Task

Adds tasks in Salesforce for document approvals.

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

or pick a common variation below

Create Salesforce Contacts from New PandaDoc Documents

PandaDoc + Salesforce

Send PandaDoc Signatures to Salesforce as Opportunities

PandaDoc + Salesforce

Archive Expired PandaDoc Documents in Salesforce

PandaDoc + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create tasks in Salesforce for PandaDoc approvals"

Create tasks in Salesforce for PandaDoc approvals

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.