Connect AlphaMoon and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for AlphaMoon
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 AlphaMoon and PandaDoc automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
Document Created
Triggers when a document is 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 AlphaMoon integrations.
Get OCR results
Get OCR results as Plain text
Get collections
Get collections using Process ID
Get process Types
Get types of processes available in your Workspace
Get all Processes
Get details of all available processes
Find Document
Find a document by name, status, and other parameters.
Get Document by ID
Get detailed data about a document.
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Frequently Asked Questions
To start, connect both your AlphaMoon and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in AlphaMoon triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how AlphaMoon 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 AlphaMoon 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 AlphaMoon 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 AlphaMoon
Alphamoon offers an AI-driven intelligent document processing platform that reduces manual data entry through OCR capabilities, data extraction, and process automation, making it an indispensable tool for modern businesses seeking efficiency.
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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