PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
Want to explore pipelinedeals + PandaDoc quick connects for faster integration? Here’s our list of the best pipelinedeals + PandaDoc quick connects.
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Triggers when a deal in your PipelineDeals account is updated from one status to another.
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your PipelineDeals account.
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
get event categories
Hidden Trigger to list Person list
list deal stages
Triggers when a document is completed.
Triggers when a document is paid.
Triggers when a document is sent.
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
Creates a new activity associated to an existing person, company or deal.
Creates a new company in your PipelineDeals account.
Creates a new deal in your PipelineDeals account.
Creates a new person in your PipelineDeals account.
Creates a new calendar task in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Updates an existing deal in your PipelineDeals account.
Updates an existing person in your PipelineDeals account.
Creates a document from a templates.
(30 seconds)
(10 seconds)
(30 seconds)
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(2 minutes)