Connect AITable.ai and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record Created
New Form
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 AITable.ai and PandaDoc automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record Created
Triggers when a new record is created in the datasheet.
New Form
Triggers when a form is submitted and received.
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 AITable.ai integrations.
Create a New Record
Create a new record in datasheet.
Delete a Record
Delete a record from a datasheet by its record ID
Get all Fields
Get all fields of a datasheet
Create a Datasheet
Create a Datasheet in an space
Update a Record
Update details of a Record
Find Document
Find a document by name, status, and other parameters.
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Frequently Asked Questions
To start, connect both your AITable.ai and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in AITable.ai triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how AITable.ai 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 AITable.ai 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 AITable.ai 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 AITable.ai
AITable.ai offers automation and AI-powered solutions to enhance table management and data analysis for businesses, aiming to streamline operations and improve decision-making.
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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