How can I track only specific status changes?

DryMerge lets you filter triggers by specific status changes, such as 'approved' or 'rejected'. Simply specify which statuses you want to track, and DryMerge will handle the rest.

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

Yes, you can customize this automation to update multiple fields in Pivotal Tracker stories based on the Pandadoc document status changes.

Which job roles benefit most from this automation?

This automation is especially useful for project coordinators and managers who need to keep their project tracking tools in sync with document workflows.

PandaDoc + Pivotal Tracker

Update Pivotal Tracker Stories from Pandadoc Document Status

Keep your project tracking up to date by updating Pivotal Tracker stories whenever there's a status change in Pandadoc documents. This ensures your team always has the latest information.

Document Status Change

Triggers when the status of a Pandadoc document changes.

Update Pivotal Tracker Stories

Updates the respective story in Pivotal Tracker with the new document status.

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

or pick a common variation below

Update Pivotal Tracker Stories for Pandadoc Document Amendments

PandaDoc + Pivotal Tracker

Create Pivotal Tracker Stories for New Pandadoc Documents

PandaDoc + Pivotal Tracker

Create Pivotal Tracker Tasks for Pandadoc Document Expirations

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 from pandadoc document status"

Update Pivotal Tracker stories from pandadoc document status

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.