Bulk document generation

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Krishna Madolli

• February 09, 2021 15:11
• Edited

Hi Team,

Is it possible to bulk document generation for Invoices based on condition and send them to Contact email present on the respective Invoices from Salesforce.

 

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  Alexander Litvinn

  • April 15, 2021 20:22

  Hi there!

  This is possible with the help of Zapier integration. Essentially, you create a set of rules, for example, "Document A has been completed in app X > new document created in app Y". This would really depend on the type of workflow you'd like to employ but the typical Zap I can see used for this case would look something like this: Record updated in Salesforce > Create PandaDoc Document, and the 2nd part of the Zap would look like this: Document Completed in PandaDoc > Create Attachment.

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