Hi, I have a zap that flows as follows:
trigger: Document is completed in panda doc
step 1: find deal in pipedrive
step 2: update deal in pipedrive (to update the status of the deal to “won”)
step 3: create task in click up
During step three, I was hoping to be able to attach the document from Pandadoc to the new task in click up.
I have tried adding a “files” field in my click up template but that is not coming up as an available field to then attach the document to in zapier.
I am happy to use either pandadoc or pipedrive as the document source, but the location the document is attached to must be the new task that is created in this zap.
Best answer by ken.a
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