Can I filter for specific document priorities?

DryMerge allows you to filter triggers based on specific document priorities. Specify your criteria, and DryMerge will manage the rest.

Can I adjust which documents are flagged as high-priority?

Yes, you can set criteria such as keywords, document type, or sender to determine which documents are flagged as high-priority.

Who usually utilizes this automation?

This automation is often used by operations teams and managers who need to ensure high-priority documents are not overlooked.

PandaDoc + Pivotal Tracker

Flag High-Priority Pandadoc Documents in Pivotal Tracker

Ensure urgent documents receive the attention they need by automatically flagging high-priority Pandadoc documents in Pivotal Tracker. This helps keep important tasks top of mind for your team.

High-Priority Document

Triggers when a Panadoc document is marked as high-priority.

Flag as High-Priority

Flags the document as high-priority in Pivotal Tracker.

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

or pick a common variation below

Archive Inactive Pandadoc Projects in Pivotal Tracker

PandaDoc + Pivotal Tracker

Log Completed Pandadoc Contracts in Pivotal Tracker

PandaDoc + Pivotal Tracker

Archive Completed Pandadoc Tasks in Pivotal Tracker

PandaDoc + Pivotal Tracker

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Flag high-priority pandadoc documents in Pivotal Tracker"

Flag high-priority pandadoc documents in Pivotal Tracker

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.