Connect Calamari and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Calamari
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 Calamari and PandaDoc automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd 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 Calamari integrations.
Create People
Creates a new People
Create Project Type
Crerate a New Project type
Public Holiday For Employee
Find public holidays for employee in dates range.
Search People
Search People by Email
Create Team
Creates a new Team
Delete Team
Delete team
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Frequently Asked Questions
To start, connect both your Calamari and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Calamari triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Calamari 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 Calamari 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 Calamari 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 Calamari
Calamari is a comprehensive HR management tool designed to streamline attendance tracking, leave management, and employee scheduling. It offers features such as clock-in/out, leave requests, and team calendar integration, making it ideal for businesses looking to enhance their human resources operations.
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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