Pipedrive automations

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Marya Maksimchuk
  • Updated

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

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

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Move a sent document to attachments in Pipedrive deals

  1. Select “When PandaDoc document status changed then attach PDF to Pipedrive”
  2. Select trigger status for any PandaDoc documents created via Pipedrive — you can choose between “Sent” and “Completed”
  3. Authorize connection between Pipedrive and PandaDoc via Workato
  4. Select Save
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Each time the document you create through a Pipedrive deal using this template is sent, it will be automatically attached to the deal.

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Change Pipedrive deal status whenever a document’s status is updated

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

  1. Select “When PandaDoc document status changed, then change Deal stage in Pipedrive ”
  2. Select trigger status for PandaDoc documents created via Pipedrive — you can choose between “Declined” and “Completed”
  3. Select Connect to authorize the connection between Pipedrive and PandaDoc via Workato
  4. Select the deal stage from the dropdown menu 
  5. Select Save

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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).

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