This is a paid bot, and its usage will be counted toward your plan's credit limit. For more information about credit usage, refer to this article.
General
Automatically store completed documents in Pipedrive records for easy access and better management.
Use case: After customers sign a service agreement, you need to have the completed document automatically attached to the Organization record in Pipedrive.
How to set up
To add the bot:
1. Add a new action by clicking a plus icon.
2. Choose Bot and search for the Export to Pipedrive bot.
3. Click on the bot to install it.
Trigger
A trigger is an event that causes the bot to start working. The moment of the bot's activation depends on its placement in the flow:
If the bot is added after a step or any other element, it will run once that element finishes its job.
If within the step, the bot will run based on the trigger you specify. Choose the trigger type most relevant to your case:
According to this, select the bot's trigger type that will be most relevant to your case:
Trigger type | Description |
Step started | The bot activates when you start the workflow |
Document opened | The bot activates when signers start filling out the documents or switch between them. |
Field changed | Use for cases where a response or action is needed immediately after a user enters or updates information in the specific field. Select the document and the field that the bot should pay attention to complete the setup. |
Document completed | The bot activates once the signer completes a document you specify in the trigger settings. |
Connection settings
In Destination, select and connect your Pipedrive account.
You can also create and connect a new account by clicking Add new connection.
Select the base entity to which the documents will be attached. The uploaded documents will appear in the record’s Filessection.
Selecting documents
In Documents, select the documents to attach to the Pipedrive record.
Lookup
In Find record, set rules to locate the Pipedrive destination record:
Sent by the airSlate Workflow integration app: The system auto-defines the record ID.
Tip: This option can be used only if you start the process from the Pipedrive record that you want to pre-fill from. For example, Organization is the base record, and the workflow starts from Organization as well.
By bot lookup: Match document fields to record fields or custom values, like matching Customer email.
Tip: This option can be used for workflows started outside or from Pipedrive with different starting records. For example, if Organization is the base record but the workflow starts from the Deal record.
Testing
In the Test section, check how the bot works by selecting Test. You will see a success message if everything is set up correctly. If there are issues, review the connection, mapping, or trigger configuration.
If you skip testing by selecting Skip testing, you may miss issues with the bot setup. Testing is recommended to ensure everything works as expected.
Enter the ID of the record to which the document should be exported, but only if the starting record matches the base record.
Tip: To find the Salesforce record ID, go to the specific record and copy the ID from the URL.
Enter the matching value (like Customer email) if you have set up a lookup for your workflow.
Conditions
Set conditions to control when the bot activates, tailoring it to your specific needs for more efficient automation. For detailed guidance, refer to this article.
Without defined conditions, the bot will default to activating whenever recipients complete the documents or the previous element (for example, another bot) finishes its job.
Best practice: If you configured the lookup to locate the Pipedrive starting record, set conditions to ensure the lookup field is not empty.