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Jira Service Management + PandaDoc

Create requests in Jira Service Management when new documents are completed in PandaDoc

Keep your document management and customer support working seamlessly. With this workflow, once a document gets completed in PandaDoc, a corresponding request is effortlessly created in Jira Service Management. This helps you stay on top of task creation and follow-ups, making client interactions and issue resolution more efficient.

Keep your document management and customer support working seamlessly. With this workflow, once a document gets completed in PandaDoc, a corresponding request is effortlessly created in Jira Service Management. This helps you stay on top of task creation and follow-ups, making client interactions and issue resolution more efficient.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    Jira Service ManagementJira Service Management
    Create Request

    Create a new request.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write
    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
jira-service-management logo

About Jira Service Management

Jira Service Management is help desk software that enables support agents to receive, track, manage and resolve requests from help seekers.

Related categories

  • Customer Support
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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Related categories

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