Pipedrive automations
Note:
This feature is in closed beta.Learn how to set up automations in your templates here.
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Update Pipedrive deal product items whenever a document’s status is updated
- Select “When PandaDoc document status changed then update line items in Pipedrive”
- Select trigger status for PandaDoc documents created via Pipedrive — you can choose between “Sent” and “Completed”
- Select Connect to authorize the connection between Pipedrive and PandaDoc via Workato
- Select Save
- Create a document through a Pipedrive deal using this template
If you select “Sent” document status as a trigger and update the products pulled from a deal, the product information will be updated in the deal once you send the document.
If you select “Completed” as a trigger status, product info 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/selects optional items(providing you have quantity editing and optional items enabled before sending it).
Line item information that can be updated in Pipedrive deals:
- Discount
- Description
- Price
- Quantity
- Tax
- Optional(enable/disable)
Move a sent document to attachments in Pipedrive deals
- Select “When PandaDoc document status changed then attach PDF to Pipedrive”
- Select trigger status for any PandaDoc documents created via Pipedrive — you can choose between “Sent” and “Completed”
- Authorize connection between Pipedrive and PandaDoc via Workato
- Select Save
Each time the document you create through a Pipedrive deal using this template is sent, it will be automatically attached to the deal.
Change Pipedrive deal status whenever a document’s status is updated
- Select “When document status changed, Then change deal stage on Pipedrive”
- Select trigger status for PandaDoc documents created via Pipedrive — you can choose between “Declined” and “Completed”
- Select Connect to authorize the connection between Pipedrive and PandaDoc via Workato
- Select the deal stage from the dropdown menu — you can choose between “Won” and “Lost”
- Select Save
Each time the document you create through a Pipedrive deal using this template is completed or declined, the deal status will change automatically to “Won” or “Lost” (depending on your automation setup).
Change Pipedrive deal stage whenever a document status is updated
- Select “When PandaDoc document status changed, then change Deal stage in Pipedrive ”
- Select trigger status for PandaDoc documents created via Pipedrive — you can choose between “Declined” and “Completed”
- Select Connect to authorize the connection between Pipedrive and PandaDoc via Workato
- Select the deal stage from the dropdown menu
- Select Save
Each time the document you create through a Pipedrive deal using this template is completed or declined, the deal stage will change automatically to the one you selected (depending on your automation setup).