Connect APITemplate.io and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
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 APITemplate.io 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 Template
Triggers when a new template is created.
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.
Do thisActions
Action is the task that follows automatically within your APITemplate.io integrations.
Create Image
Creates an image by using your image template.
Create PDF
Create a PDF by using your template.
List Objects
Lists Generated Images or PDFs.
Create PDF from HTML
Creates a PDF from a HTML.
Create PDF From URL
Create a PDF from a URL.
Find Document
Find a document by name, status, and other parameters.
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Frequently Asked Questions
To start, connect both your APITemplate.io and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in APITemplate.io triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how APITemplate.io 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 APITemplate.io 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 APITemplate.io 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 APITemplate.io
apitemplate.io is a cloud-based platform that simplifies the creation of dynamic images through API integration. It allows users to generate images based on customizable templates and data inputs. With robust automation capabilities, it streamlines processes for applications requiring real-time image generation.
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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