Salesforce automations
Note:
This feature is in closed beta.Skip to:
Learn how to set up automations in your templates here.
Update Salesforce opportunity products whenever a document’s status is updated
- Select “When PandaDoc document status changed then update line items in Salesforce”
- Select trigger status for PandaDoc documents created via Salesforce — you can choose between “Sent” and “Completed”
- Select Connect to authorize the connection between Salesforce and PandaDoc via Workato
- Select Save
- 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
- Select “When document status changed, Then change opportunity stage on Salesforce”
- Select trigger status for any PandaDoc documents created via Salesforce — you can choose between “Declined” and “Completed”
- Select Connect to authorize the connection between Salesforce and PandaDoc via Workato
- Select the opportunity stage from the dropdown menu — you can choose between “Closed won” and “Closed lost”
- 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
- Select “When PandaDoc document status changed Then attach PDF to Salesforce”
- Select trigger status for any PandaDoc documents created from Salesforce — you can choose between “Sent” and “Completed”
- Authorize connection between Salesforce and PandaDoc via Workato. Note: You shouldn’t fill anything in the advanced section in the authorization window.
- 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.