I’m working with a client that also has a M365 environment.
I’ve created an automation that creates a unique M365 Teams for each customer when a Deal is won. I did that using Make.com
next step is that ALL documents related to that customer are stored in that specific Client Environment
and when a customer signs a document that is sent through the PipeDrive Project, the signed PDF is also stored in the correct unique Teams environment
the issue is that right now it’s very hard to get the details from a project and the linked documents through Make.com
I’m trying Postman now to see if I can get that information
we have several other workflows that we need to connect to the documents
in an automated way
and using Teams in M365
this will increase our adoption of PipeDrive drastically
right now if you’re getting the details from a project through the API it does not include a list of linked documents
and there’s actually also no endpoint for (SmartDocs) documents
The Idea is that we have endpoints for SmartDocs and that it’s easy to do more automated actions on these documents. And preferably also getting the information of the M365 storage location (direct link?) for each SmartDoc.