Availability: External Automations feature is available as a paid add-on for Business plan ($39 per month per account/ $468 per year per account) and is included in Enterprise plan.
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 “Update deal product items in Pipedrive when PandaDoc document status changed”
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)
Note:
If the multiple-choice feature is enabled, the recipient's selection of products in your pricing table/quote builder block will not remove unselected products; it will only update the values of the existing items.
Move a sent document to attachments in Pipedrive deals
Select “Attach PDF to Pipedrive when PandaDoc document status changed”
Select "Sent" as a trigger status for any PandaDoc documents created via Pipedrive
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 “Change deal status in Pipedrive when PandaDoc document status changed”
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 status 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 “Change Deal stage in Pipedrive when PandaDoc document status changed”
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).