Smart docs in workflow automations

Maciej_1810 Member Posts: 8
Photogenic First Anniversary 5 Up Votes First Comment


It is sad that you can't create a workflow like this:

  1. Trigger
  2. Smart doc is created
  3. Email is created
  4. Smart doc is attached to the email
  5. Email with attachment is sent

With this I could just move a deal from stage to stage and an email with an offer would be sent automatically. Super hot feature as it would save so much time!

Hope to see it soon!

10 votes

· Last Updated -


  • Inês Batata
    Inês Batata Posts: 2,052 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited April 2021 #2

    Thank you for your suggestion @Maciej , this would be a dream type of automation indeed! 🤩

    At the moment we have no news about this, as priorities and resource allocations for development have to be distributed and unfortunately not everything can be built or at least built in the near future. 

    That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future. This is where we make all product update announcements, make sure to follow them:

    • Follow What's Planned to know what we're currently working on and what’s to come.
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    • 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.
  • William Bowen
    William Bowen Member Posts: 4
    edited April 2021 #3

    Have you tried setting up a trigger such that when you move a deal across the Kanban board it will trigger a smart doc to be processed and sent. Although I take your point this is a bit hacky. 

  • Josh Buesking
    Josh Buesking Member Posts: 178
    First Anniversary First Comment First Answer 5 Likes

    Would love to have some movement on this.

    Currently having to use 3rd party automation and trigger when deal moves stage, then search the google drive folder for specifically named file, then continue with automation.

    Would love if there was someway to list documents created in a deal via API

  • AnotherPiper
    AnotherPiper Member Posts: 1
    Name Dropper First Comment

    This is a no brainer automation! Any updates from Pipedrive?

    @Josh Buesking how did you get this going?

  • Josh Buesking
    Josh Buesking Member Posts: 178
    First Anniversary First Comment First Answer 5 Likes

    Long process

    Using third party automation, figured out where pipedrive places the documents and files. Created an automation outside pipedrive that is triggered when deal is moved to a stage that searches for that document based on specific naming pattern I use.

    [DEAL_ID] - Proposal

    It's annoying, they haven't created a basic automation/webhook for this. At very least an endpoint to see documents attached to a deal would be great.

  • MarkAtOmniux
    MarkAtOmniux Member Posts: 1
    First Comment

    This would be really really helpful for us. Please consider adding it! Seems like a total no brainer for Proposal templates