Connect Common Room and PandaDoc to Build Intelligent Automations

Choose a Trigger

Common Room

When this happens...

Choose an Action

PandaDoc

Automatically do this!

Ready to use Common Room and PandaDoc automations

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 Common Room integrations.

Add Activity From Third Party Source

Add Activity From Third Party Source

Adds an activity to a contact in your room.

Add Contact From Third Party Source

Add Contact From Third Party Source

Adds a contact to your room.

List Contact Custom Fields

List Contact Custom Fields

Get all the contact custom fields from Common Room

List Activity Types

List Activity Types

Get allActivity Types from Common Room

List Segments

List Segments

Get all segments from Common Room

List Tags

List Tags

Get all tags from Common Room.

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Frequently Asked Questions

How do I start an integration between Common Room and PandaDoc?

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

Can we customize how data from Common Room is recorded in PandaDoc?

Absolutely. You can customize how Common Room 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 Common Room and PandaDoc?

The data sync between Common Room 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 Common Room 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 Common Room and PandaDoc?

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

Common Room

About Common Room

Common Room is a community intelligence platform designed to help organizations understand, engage, and grow their communities. By aggregating data from various community platforms, it provides insights and analytics to enhance community engagement and drive business outcomes.

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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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