How can I filter for specific document drafts?

DryMerge allows you to filter document drafts by using specific keywords or tags. Simply specify your criteria, and DryMerge will filter them accordingly.

Can I use this with Quip instead of Trello?

Yes, you can use this with Quip instead of Trello. Describe the necessary changes, and DryMerge will adjust the automation accordingly.

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

This automation is useful for content creators and project collaborators who need to track and manage document drafts.

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PandaDoc + Trello

Track Document Drafts in Trello from PandaDoc

Ensure that your team can collaborate on drafts by creating Trello cards for every new document draft in PandaDoc. This improves visibility and collaboration on document drafts.

Document Draft Created

Triggers when a new document draft is created.

Create Trello Card

Creates a Trello card for the document draft.

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

or pick a common variation below

Track Document Approvals in Trello from PandaDoc

PandaDoc + Trello

Notify Teams of PandaDoc Reminders in Trello

PandaDoc + Trello

Create Templates in PandaDoc from New Trello Cards

PandaDoc + Trello

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Track document drafts in Trello from PandaDoc"

Track document drafts in Trello from PandaDoc

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 + Trello.

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.

Trello

Trello is a visual collaboration tool that organizes projects into boards. Create, update, and manage cards, and trigger actions based on board events.