Availability: External Automations feature is available as a paid add-on for Business plan ($39 per month per account/ $468 per year per account) and is included in Enterprise plan.
Learn how to set up automations in your templates here.
Change application stage in Greenhouse when document status changes
Note: You should have an Offer record in Greenhouse that has a Start Date.
Select “When PandaDoc document status changed then change application status in Greenhouse”
Select trigger status for any PandaDoc documents created and linked to the Greenhouse candidate record — you can choose between “Declined” and “Completed”
Select the template that this automation will use:
Authorize connection between Greenhouse and PandaDoc via Workato
Select application status — you can choose between “Mark candidate as hired” and “Decline candidate”
Select Save automation
Next, open the selected template and add the Pull data from CRM step. Select Greenhouse and select the needed object.
Select Use this template and link the template to the Job record you need.
The application status will be automatically updated in a Job once the document is sent or completed (depending on your automation setup).