Connect Capgo and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Organizaition
New App
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 Capgo and PandaDoc automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Organizaition
Triggers when a new organization is created.
New App
Triggers when a new app 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
Do thisActions
Action is the task that follows automatically within your Capgo integrations.
Update an Organization
Update an existing organization.
Create an Organization
Create a new organization.
Delete an Organization
Delete an existing organization.
Get All Members
Get all members of an organization.
Get Statistics
Get statistics for a specific organization.
Create a channel
Create a channel configuration.
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Frequently Asked Questions
To start, connect both your Capgo and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Capgo triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Capgo 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 Capgo 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 Capgo 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 Capgo
Capgo is a cutting-edge platform designed to enhance the capabilities of mobile app developers by providing real-time updates and seamless deployment solutions. It streamlines the process of managing and updating mobile applications, ensuring that users always have access to the latest features and improvements without the need for traditional app store updates.
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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