Connect Brand.dev and PandaDoc to Build Intelligent Automations

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Brand.dev

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PandaDoc

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Status Changed

Document Status Changed

Triggers when the document status changes.

Document Deleted

Document Deleted

Triggers when a document is deleted

Template Created

Template Created

Triggers when a template is created

Template Deleted

Template Deleted

Triggers when a template us deleted

Document Created

Document Created

Triggers when a document is Created.

Content Library Item Created

Content Library Item Created

Triggers when new content library item is created in panadoc.

Do thisActions

Action is the task that follows automatically within your Brand.dev integrations.

Get brand details

Get brand details

Look up a company's brand profile using its domain, stock ticker, or name.

Get NAICS classification

Get NAICS classification

Look up a brand's NAICS industry codes and confidence using its domain or name.

Fetch Screenshot

Fetch Screenshot

Capture a visual snapshot of a webpage or digital asset and return the image for review.

Fetch brand style guide

Fetch brand style guide

Retrieve a brand's visual style guide — including colors, typography, and component styles — from a website domain.

Find Document

Find Document

Find a document by name, status, and other parameters.

Get Document by ID

Get Document by ID

Get detailed data about a document.

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Frequently Asked Questions

How do I start an integration between Brand.dev and PandaDoc?

To start, connect both your Brand.dev and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Brand.dev triggers actions in PandaDoc (or vice versa).

Can we customize how data from Brand.dev is recorded in PandaDoc?

Absolutely. You can customize how Brand.dev data is recorded in PandaDoc. This includes choosing which data fields go into which fields of PandaDoc, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Brand.dev and PandaDoc?

The data sync between Brand.dev and PandaDoc typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Brand.dev to PandaDoc?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Brand.dev and PandaDoc?

Yes, you can set conditional logic to control the flow of data between Brand.dev and PandaDoc. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Brand.dev

About Brand.dev

Brand.dev is a comprehensive platform designed to enhance and manage your brand's online presence. It offers tools for brand development, digital marketing, and analytics to help businesses grow and maintain a strong brand identity.

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PandaDoc

About PandaDoc

Pandadoc is a comprehensive document management platform that streamlines the process of creating, sending, and eSigning documents online. It is designed to enhance productivity and efficiency in managing proposals, quotes, contracts, and other business documents.

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