PandaDoc Quote-to-Cash AI Automation
Automated contract generation and Stripe invoicing using PandaDoc MCP Server and Salesforce integration.
Concluído8 agentes
Passo 1 de 8
6s
Salesforce Opportunity Monitor
salesforce_trigger_agent
Raciocínio
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.
Entrada
Salesforce: GET /services/data/v60.0/sobjects/Opportunity/0068V000015pXqYQAU
Saída
Retrieved 'Enterprise SaaS' deal for $120,000 with Keith Rabkin.