Can I filter for specific document statuses?

Yes, you can set up filters to track specific document statuses. Provide the status criteria, and DryMerge will handle the rest.

Can I update multiple tasks based on different document statuses?

Absolutely. You can configure the automation to update multiple tasks based on different statuses. Describe your requirements, and DryMerge will set it up accordingly.

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

This automation is particularly useful for team leads and project managers who need to keep their team informed about the current status of important documents.

PandaDoc + Teamwork

Track PandaDoc Document Status in Teamwork

Keep track of your document workflow by updating the status of tasks in Teamwork based on the status of documents in PandaDoc. This helps ensure that everyone is aware of the current progress.

Document Status Change

Triggers when the status of a document in PandaDoc changes.

Update Task Status

Updates the status of the relevant task in Teamwork to reflect the document’s status.

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

or pick a common variation below

Create PandaDoc Document Drafts for New Teamwork Tasks

PandaDoc + Teamwork

Attach Signed PandaDoc Documents to Teamwork Tasks

PandaDoc + Teamwork

Archive PandaDoc Agreements in Teamwork Projects

PandaDoc + Teamwork

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Track PandaDoc document status in Teamwork"

Track PandaDoc document status in Teamwork

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 + Teamwork.

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.

Teamwork

Teamwork is a project management and team collaboration platform. Manage projects, tasks, and resources, track time, and collaborate with team members to improve productivity and efficiency.