Full list

Supported Triggers & Actions

Everything you can automate between Common Room and PandaDoc.

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.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Common Room
Common Room + PandaDoc
Common Room logo

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.

Learn more
Integrations PandaDoc
PandaDoc + Common Room
PandaDoc logo

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.

Learn more

Frequently Asked Questions

How do I connect Common Room and PandaDoc?

Sign up for a free viaSocket account, then authorize both your Common Room and PandaDoc accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Common Room and PandaDoc as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Common Room to PandaDoc?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach PandaDoc. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Common Room triggers actions in PandaDoc, and a separate workflow where PandaDoc triggers actions in Common Room. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Common Room and PandaDoc. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Common Room and PandaDoc integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.