How can I track only specific types of document amendments?

DryMerge allows you to filter amendments by criteria such as document type, keywords, or specific changes. Define your criteria, and DryMerge will manage the rest.

Can I update multiple fields in Pivotal Tracker based on document amendments?

Yes, you can configure this automation to update multiple fields within Pivotal Tracker stories to reflect amendments in Pandadoc documents.

Which teams benefit most from this automation?

This automation is particularly valuable for legal and project management teams who need to stay updated with document modifications.

PandaDoc + Pivotal Tracker

Update Pivotal Tracker Stories for Pandadoc Document Amendments

Ensure your project tracking is accurate by updating Pivotal Tracker stories whenever a Pandadoc document undergoes amendments. This keeps everyone informed of document changes.

Document Amended

Triggers when a document is amended in Pandadoc.

Update Stories

Updates the corresponding story in Pivotal Tracker with the document amendments.

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

or pick a common variation below

Update Pivotal Tracker Stories from Pandadoc Document Status

PandaDoc + Pivotal Tracker

Create Pivotal Tracker Tasks for Pandadoc Document Expirations

PandaDoc + Pivotal Tracker

Comment on Pivotal Tracker Tasks from Pandadoc Document Notes

PandaDoc + Pivotal Tracker

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update Pivotal Tracker stories for pandadoc document amendments"

Update Pivotal Tracker stories for pandadoc document amendments

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.