PandaDoc Quote-to-Cash AI Automation

This workflow demonstrates how PandaDoc's MCP Server connects AI agents to your document ecosystem, automating the transition from a 'Closed Won' deal in Salesforce to a paid invoice in Stripe.

Completed8 agents

Step 1 of 8

6s

Salesforce Opportunity Monitor

salesforce_trigger_agent

In progress

Reasoning

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.

Input

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

Output

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

All Steps

Want this for your sales?

Connect your email and CRM. No workflows to build.

Get Early Access