AUTOMATE DOCUMENT CREATION FROM A TEMPLATE

Ayumi
Ayumi Member Posts: 3 VERIFIED MEMBER
5 Up Votes Photogenic
edited July 2024 in Ideas and Product Feedback #1

I'm working with the CRM system and I want to automate the process of creating Documents from a template when a Deal is created.
Currently the function only works for e-mail! Why not also the deal-related Document?

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  • Sophie
    Sophie Pipedrive Team Posts: 218 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hi @Ayumi,

    I was checking Zapier to see if we could come up with a workaround for this there but it looks like this isn't exactly possible in Zapier either. Thanks so much for this feedback!

  • Josh Buesking
    Josh Buesking Member Posts: 247 VERIFIED MEMBER
    Fourth Anniversary 100 Likes 100 Comments 5 Answers
    #3

    Smart Docs has no API or Automation. I could make great use of it if there was.

  • flowdata_sy
    flowdata_sy Member Posts: 6 VERIFIED MEMBER
    First Comment Photogenic
    #4

    This would be really helpful

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,608 VERIFIED MEMBER
    Fifth Anniversary 1000 Comments 250 Likes 25 Answers
    #5

    You'd be better off using something like Pandadoc if you're looking for API or third party automation services integration. In the meantime, you could think of solutions that involve a webscraper and an automation service like Relay.app or Make/Integromat or Zapier.

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