Connect Aha! and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Idea User
New Product
Choose an Action
Automatically do this!
Find Document
Get Document by ID
Create/Update Contact
Create Document
Get Document Attachments
Create Attachment
Ready to use Aha! and PandaDoc automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Idea User
Triggers when a new idea user is created in sceduled time.
New Product
Triggers when a new product is created in scheduled time.
Document Status Changed
Triggers when the document status changes.
Document Deleted
Triggers when a document is deleted
Template Created
Triggers when a template is created
Template Deleted
Triggers when a template us deleted
Do thisActions
Action is the task that follows automatically within your Aha! integrations.
Create a Feature
Creates a new feature in Aha.
Create an Idea User
Create an idea user.
Create a product
Create a product.
Create a release
Create a release.
Create a Note
Create a note.
Find Document
Find a document by name, status, and other parameters.
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Frequently Asked Questions
To start, connect both your Aha! and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Aha! triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Aha! 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.
The data sync between Aha! and PandaDoc typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Aha! 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.
About Aha!
Aha! is a comprehensive product management software that helps teams set strategy, prioritize features, create visual roadmaps, and track progress.
Learn MoreAbout 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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