PandaDoc Quote-to-Cash AI Automation

Automated contract generation and Stripe invoicing using PandaDoc MCP Server and Salesforce integration.

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Salesforce Opportunity Monitor

salesforce_trigger_agent

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Begründung

The workflow is triggered by an opportunity status update to 'Closed Won' in Salesforce. I need to fetch all deal attributes, line items, and contact details for the signer.

Eingabe

Salesforce: GET /services/data/v60.0/sobjects/Opportunity/0068V000015pXqYQAU

Ausgabe

Retrieved 'Enterprise SaaS' deal for $120,000 with Keith Rabkin.

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