Update Pipedrive deals when new PandaDoc documents are completed

First, we need to connect PandaDoc and Pipedrive to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect PandaDoc to Zapier.

  Give Zapier access to your PandaDoc account, using PandaDoc credentials.

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  Connect Pipedrive to Zapier.

  Give Zapier access to your Pipedrive account, using Pipedrive credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for PandaDoc

  Choose the following trigger: Document Completed (Triggers when a document is completed.).

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  Then set up an Action for Pipedrive

  Choose this action: Update Deal (Updates an existing deal.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between PandaDoc and Pipedrive.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Update Pipedrive deals when new PandaDoc documents are completed!