Automation

In this brave new world of automation on Pipedrive, i am trying to do this

New Person Created > Create Lead 

IF Lead Created > Turn into Deal

IF Deal Created > Create Activity

IF Activity Done AND IF Custom Data Field 1 Selected > Add Product 1 to Deal AND move to Next Deal Stage

IF Product 1 Added AND Moved to Next Deal Stage > Create PandaDoc Document Template 1

 

It would be amazing to be able to do this and i know in time, you amazing Developers at Pipedrive will make this happen, so for now, I have reduced about 2 hours of working time per client thanks to Pipedrive. However, the above mentioned 'AND's and 'IF's would save me an additional 30-60 minutes per client.  Lets call it PandaDrive automation (LOL)

Further more, it would be awesome to include some automation with Square where it pulls the product and pricing info and automatically from Deals or documents/agreements and creates an invoice.

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  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 24 #2

    Maybe it makes more sense to do some of this automation outside of pipedrive? [esp if you need to replicate it over & over again]

  • Angelika Pitiss
    Angelika Pitiss Posts: 2
    edited November 2020 #3

    Maybe it makes more sense to do some of this automation outside of pipedrive? [esp if you need to replicate it over & over again]

    How so? o.O

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited November 2020 #4

    Hi @Angelika Pitiss , thank you for your input!

    You can use our native Invoicing feature, learn all about it:

    If you prefer to connect Pipedrive with another invoicing tool, I suggest you take a look at the integration platforms available in our marketplace, as they allow you to transfer data outside the scope of our own native features. 

     

    You can also use Sales Documents to create and send proposals, contracts, quotes, etc, without leaving Pipedrive. Where to know more:

     

    Leads will be coming to Automations, see here. 😉 Here's how to stay on top of what’s coming down the line: 

    • Follow What’s New and don’t miss any new releases.
    • Follow What's Planned to know what we're working on currently and what’s to come.
    • Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.

     

    PS - We'd like to ask you to please not use the "What's New?" or "What's Planned?" topics in your posts: they are read-only topics used by Pipedrive to communicate updates to our community members. I have removed them from your post and replaced them with more pertinent topics. Thank you!