PandaDoc Quote-to-Cash AI Automation

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

Completato8 agentes

Passo 1 di 8

6s

Salesforce Opportunity Monitor

salesforce_trigger_agent

In corso

Ragionamento

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

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Connetti la tua email e CRM. Nessun workflow da costruire.

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