Pipedrive Integration with Document360
Nivedha Mohan
The only available actions for Document360 in Zapier when integrated with Pipedrive are:
Creating an article, finding an article, and updating the Text to the article
However, our customers are looking for a more specific implementation, such as automatically triggering an invitation email from Document360 to create a reader account whenever a label is added to a Person record in Pipedrive.
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Michael Carter
I think this feature request could be characterised more broadly, as it doesn't relate specifically to Pipedrive per se, it is more about enhancing Document360's Zapier integration to add more useful actions rather than the three odd ones it has now, of Append Text to Document, Create a Document, and Find a Document. It should be possible via the Zapier integration to create new reader accounts or at least rigger invitation emails to prospective reader account users.
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Michael Carter
Thanks Nivedha. We also want to put (embed) a webform on our website that allows people to register for a reader account.
Nivedha Mohan
Raised the request on behalf of Michael Carter