How can I track comments only for certain documents?

Specify which documents' comments should be tracked, and DryMerge will filter accordingly.

Can the comment details be customized in the activity?

Yes, you can customize how the comment details appear in the activity. Provide the format, and DryMerge will apply it.

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

Project managers and sales teams use this to keep track of all discussions related to documents directly within Pipedrive, ensuring no feedback is missed.

PandaDoc + Pipedrive

Save Pipedrive Activities from New PandaDoc Comments

Automatically save new comments added to PandaDoc documents as activities in Pipedrive. This helps teams keep track of document-related discussions without manual entry.

New Comment Added

Triggers when a new comment is added to a document in PandaDoc.

Save Activity

Saves the comment as a new activity in Pipedrive.

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

or pick a common variation below

Create Pipedrive Deals from New PandaDoc Proposals

PandaDoc + Pipedrive

Update Pipedrive Contacts from PandaDoc Document Revisions

PandaDoc + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Save Pipedrive activities from new PandaDoc comments"

Save Pipedrive activities from new PandaDoc comments

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.

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

Create Deal

Creates a new deal in Pipedrive

Update Deal

Updates an existing deal in Pipedrive

Delete Deal

Deletes a deal in Pipedrive

Add Follower to Deal

Adds a follower to a deal in Pipedrive

Remove Follower from Deal

Removes a follower from a deal in Pipedrive

Create Lead

Creates a new lead in Pipedrive

Update Lead

Updates an existing lead in Pipedrive

Delete Lead

Deletes a lead in Pipedrive

Create Note

Creates a new note in Pipedrive

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.