How can I filter for only signed documents?

Specify that the trigger should only activate for signed documents in PandaDoc. DryMerge will filter accordingly.

Can I customize the notification message?

Absolutely, you can customize the message content sent to the sales team. Describe your preferred message, and DryMerge will set it up.

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

Sales managers and representatives use this automation to stay informed about the status of contracts and documents, ensuring timely follow-ups.

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PandaDoc + Pipedrive

Notify Sales Team in Pipedrive on PandaDoc Document Status Change

This automation notifies the sales team in Pipedrive whenever a document status changes in PandaDoc. It's ideal for keeping the team updated on contract progress without manual checks.

Document Status Updated

Triggers when a PandaDoc document's status changes.

Notify Sales Team

Sends a notification to the sales team in Pipedrive.

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

or pick a common variation below

Update Pipedrive Contacts from PandaDoc Document Revisions

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Update Pipedrive Deals When PandaDoc Documents are Edited

PandaDoc + Pipedrive

Notify Managers in Pipedrive When PandaDoc Template is Used

PandaDoc + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Notify sales team in Pipedrive on PandaDoc document status change"

Notify sales team in Pipedrive on PandaDoc document status change

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 + Pipedrive.

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.