PandaDoc Quote-to-Cash AI Automation
Automated contract generation and Stripe invoicing using PandaDoc MCP Server and Salesforce integration.
Ukończone8 agents
Krok 1 z 8
6s
Salesforce Opportunity Monitor
salesforce_trigger_agent
Rozumowanie
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.
Wejście
Salesforce: GET /services/data/v60.0/sobjects/Opportunity/0068V000015pXqYQAU
Wyjście
Retrieved 'Enterprise SaaS' deal for $120,000 with Keith Rabkin.
All Steps
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Połącz swój email i CRM. Żadnych workflowów do budowania.
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