Salesforce automations

Learn how to set up automations in your templates here. 

Update Salesforce opportunity products whenever a document’s status is updated

1. Select “When PandaDoc document status changed then update line items in Salesforce”
2. Select trigger status for PandaDoc documents created via Salesforce — you can choose between “Sent” and “Completed”
3. Select Connect to authorize the connection between Salesforce and PandaDoc via Workato
4. Select Save
5. Create a document via a Salesforce opportunity using this template and update products pulled to the pricing table. 

If you choose “Sent” document status as a trigger and update the products in a created via a deal document, the product information will be updated in the deal once you send it. 

If you’ve selected “Completed” as a trigger status, product info in your deal will be updated if you update the products in the pricing table before sending it, or if a document signer updates the quantity of products in the pricing table (providing you have quantity editing enabled before sending it).

Product information that can be updated in Salesforce opportunities:

•  Price
•  Quantity
•  Description 

Change Salesforce opportunity stage whenever a document’s status is updated

1. Select “When document status changed, Then change opportunity stage on Salesforce”
2. Select trigger status for any PandaDoc documents created via Salesforce — you can choose between “Declined” and “Completed”
3. Select Connect to authorize the connection between Salesforce and PandaDoc via Workato
4. Select the opportunity stage from the dropdown menu — you can choose between “Closed won” and “Closed lost”
5. Select Save

Once set up, each time the document you create via a Salesforce opportunity using this template is declined or completed (depending on your automation setup), the opportunity stage will automatically move to “Closed won” or “Closed lost.”

Move a document to Attachments and Notes in Salesforce Opportunities

1. Select “When PandaDoc document status changed Then attach PDF to Salesforce”
2. Select trigger status for any PandaDoc documents created from Salesforce — you can choose between “Sent” and “Completed”
3. Authorize connection between Salesforce and PandaDoc via Workato. Note: You shouldn’t fill anything in the advanced section in the authorization window.
4. Select Save

Once set up, each time the document you create through a Salesforce opportunity using this template is sent or completed (depending on your automation setup), it will be automatically attached to notes and attachments in your opportunities.