Workflow to Integrate, Bar, Pipedrive, Pandadoc & Wave

Workload Team
Workload Team

HI,

I’d like to automate my process,

I purchase leads from Bar
I would love the information to be inputted into Pipedrive to i can call the lead and input the details into notes.
It then populates into a Pandadoc Template, and i fill out the proposal.

Once the client approves and signs the document, I would love for a invoice to be sent to the client automatically through Wave.

Thanks,
Wande

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