Can I filter for forms from specific clients?

Yes, DryMerge can filter form data based on client details. Provide the client criteria, and DryMerge will apply the necessary filters.

Can I also update specific tasks within a project?

Absolutely. You can configure the automation to update specific tasks within a project based on the form data. Just outline your needs, and DryMerge will configure the automation.

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

This automation is particularly useful for project managers and coordinators who need to ensure that all project-related information is up-to-date and accessible.

PandaDoc + Teamwork

Update Teamwork Projects with PandaDoc Form Data

Ensure all relevant project details are captured by updating Teamwork projects with data submitted through PandaDoc forms. This keeps all team members informed and all data centralized.

New Form Data Submitted

Triggers when new form data is submitted in PandaDoc.

Update Teamwork Project

Updates the relevant project in Teamwork with the submitted form data.

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

or pick a common variation below

Notify Project Teams of New PandaDoc Signatures

PandaDoc + Teamwork

Create Teamwork Tasks for New PandaDoc Documents

PandaDoc + Teamwork

Attach Signed PandaDoc Documents to Teamwork Tasks

PandaDoc + Teamwork

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update Teamwork projects with PandaDoc form data"

Update Teamwork projects with PandaDoc form data

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.