PandaDoc + Pipeliner Cloud

Update opportunities in Pipeliner Cloud when new documents get completed in PandaDoc

With this workflow, as soon as a document is completed in PandaDoc, it updates an opportunity in Pipeliner Cloud. Utilize this to expedite your sales process by keeping all details current without manual intervention. This automated process ensures an efficient, streamlined continuity between your document management and CRM system.

When this happens...
Document Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
Update Opportunity
Update an existing Opportunity.
ActionWrite

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Supported triggers and actions

- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Document IDRequired
Action
Search
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It

- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
Trigger
Instant
Try It
New Product
Triggers when a new Product is created.
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
Trigger
Instant
Try It
Updated Product
Triggers when a Product is updated.
Trigger
Instant
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Create Account
Create a new Account.
Action
Write
- Primary Account Position
Action
Write
Create Lead
Create a new Lead.
Action
Write
Create Product Line Item
Create a new Product Line Item.
Action
Write
- Activity TypeRequired
Action
Write
- IdRequired
Action
Write
- Custom entity typeRequired
- IdRequired
Action
Write
- IdRequired
- Pipeline ID
- Step
Action
Write
- IdRequired
Action
Write
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
- Primary Account Position
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search or write
- Search Type OperatorRequired
- Primary Account Position
Action
Search or write
- Search Type OperatorRequired
- PipelineRequired
- StepRequired
Action
Search or write
- Search Type OperatorRequired
- Activity TypeRequired
Action
Search or write

- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- warning
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Entity NameRequired
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Entity NameRequired
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Activity TypeRequired
Action
Write
- Custom entity typeRequired
Action
Write
- PipelineRequired
- StepRequired
Action
Write
Create Product
Create a new Product.
Action
Write
- IdRequired
Action
Write
- IdRequired
- Primary Account Position
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
- Custom entity typeRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
- Activity TypeRequired
Action
Search or write
- Search Type OperatorRequired
Action
Search or write
- Search Type OperatorRequired
Action
Search or write

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Learn more

Related categories

Documents

Similar apps

About Pipeliner Cloud

Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Update opportunities in Pipeliner Cloud when new documents are sent in PandaDoc

Related Zap Templates

Update opportunities in Pipeliner Cloud when new documents are sent in PandaDoc

PandaDoc + Pipeliner Cloud

Update opportunities in Pipeliner Cloud when new documents get completed in PandaDoc

Document Completed

Document Paid

Create Attachment

Create Document

API Request (Beta)

Get Document Attachments

New Account

New Contact

New Lead

New Product

Updated Account

Updated Contact

Updated Lead

Updated Product

Create Account

Create Contact

Create Lead

Create Product Line Item

Create Task

Update Appointment

Update Custom Entity

Update Opportunity

Update Task

Find Appointment

Find Contact

Find Lead

Find Product

Search or Create Account

Search or Create Contact

Search or Create Opportunity

Search or Create Task

Document Status Changed

Document Sent

Create Contact [Deprecated]

Create or Update Contact

Find Document

Get Document by ID

New Appointment

New Custom Entity

New Opportunity

New Task

Updated Appointment

Updated Custom Entity

Updated Opportunity

Updated Task

Create Appointment

Create Custom Entity

Create Opportunity

Create Product

Update Account

Update Contact

Update Lead

Update Product

Find Account

Find Owner

Find Custom Entity

Find Opportunity

Find Task

Search or Create Appointment

Search or Create Lead

Search or Create Product

About PandaDoc

Related categories

Similar apps

Formstack Documents

Quip

DocSend

About Pipeliner Cloud

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates