Connect Clockodo and PandaDoc to Build Intelligent Automations

Choose a Trigger

Clockodo

When this happens...

Choose an Action

PandaDoc

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Status Changed

Document Status Changed

Triggers when the document status changes.

Document Deleted

Document Deleted

Triggers when a document is deleted

Template Created

Template Created

Triggers when a template is created

Template Deleted

Template Deleted

Triggers when a template us deleted

Document Created

Document Created

Triggers when a document is Created.

Content Library Item 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 Clockodo integrations.

Create Customer

Create Customer

Add a new customer with billing and status details and an optional note.

Create time entry

Create time entry

Add a work time entry with start and end times, project, customer, and billing details.

List customers

List customers

Retrieve all customers in your account.

Create Project

Create Project

Create a customer project with optional dates, budget, and billing settings to track time and costs.

Create  Service

Create Service

Creates a new service.

Create SubProject

Create SubProject

Create a subproject in a project with a name, billing, budget, and optional notes.

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Frequently Asked Questions

How do I start an integration between Clockodo and PandaDoc?

To start, connect both your Clockodo and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Clockodo triggers actions in PandaDoc (or vice versa).

Can we customize how data from Clockodo is recorded in PandaDoc?

Absolutely. You can customize how Clockodo 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.

How often does the data sync between Clockodo and PandaDoc?

The data sync between Clockodo and PandaDoc typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Clockodo to PandaDoc?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Clockodo and PandaDoc?

Yes, you can set conditional logic to control the flow of data between Clockodo 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.

Clockodo

About Clockodo

Clockodo is a comprehensive time tracking software designed to help businesses efficiently manage and monitor employee work hours. It offers detailed reporting and seamless integration with various tools to streamline operations.

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PandaDoc

About 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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