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: 206 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: 242 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.

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