Zendesk Sell automations

Learn how to set up automations in your templates here. 

Update Zendesk Sell deal line items whenever a document’s status is updated

1. Select “When PandaDoc document status changed then update Deal line items in Zendesk Sell”
2. Select trigger status for PandaDoc documents created via Zendesk Sel — you can choose between “Sent” and “Completed”
3. Select Connect to authorize the connection between Zendesk Sel and PandaDoc via Workato
4. Select Save
5. Create a document through a Zendesk Sel deal using this template 

If you select “Sent” document status as a trigger and update the products pulled from a deal, line items will be updated in the deal once you send the document. 

If you select “Completed” as a trigger status, line items in your deal will be updated if you update pulled to the pricing table products 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).

Line item information that can be updated in Zoho deals:

• Quantity
• Discount

Change Zendesk Sell deal stage whenever a document’s status is updated

1. Select the “When PandaDoc document status changed, Then change deal stage on Zendesk Sell”
2. Select trigger status for PandaDoc documents created from Zendesk Sell — you can choose between “Declined” and “Completed”
3. Select Connect to authorize the connection between Zendesk Sell and PandaDoc via Workato
4. Select the quote stage from the dropdown menu — you can choose between “Won”, “Unqualified”, and "Lost"
5. Select Save

Once the status of a PandaDoc document created from this template is changed to “Completed” or “Declined,” the deal stage will automatically move to “Won”, “Unqualified”, and "Lost" (depending on your automation setup).