Connect ClickSend SMS and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New SMS Send
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 ClickSend SMS and PandaDoc automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New SMS Send
Triggers when new sms is send by clicksend.
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 ClickSend SMS integrations.
Send MMS Campaign
Send an MMS Campaign to up to 20,000 contacts.
Delete Contact
Remove a contact from the selected list by exact name (case-insensitive). Returns whether a match was found and deletion details.
Send Fax
Sends a new fax.
Send SMS Campaign
Send an SMS campaign to up to 20,000 contacts at a time.
Create Contact
Creates a new contact in a list.
Send Letter
Sends an A4 PDF document via the post. The PDF is printed, folded, inserted into an envelope and posted to any address globally.
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Frequently Asked Questions
To start, connect both your ClickSend SMS and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in ClickSend SMS triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how ClickSend SMS 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 ClickSend SMS 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 ClickSend SMS 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 ClickSend SMS
ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.
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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