Connect Creatify and PandaDoc to Build Intelligent Automations

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Creatify

When this happens...

Choose an Action

PandaDoc

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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 Creatify integrations.

Create a Creatify link

Create a Creatify link

Turn a webpage URL into a shareable Creatify link that includes title, description, and images.

Create a link

Create a link

Create a shareable link that includes a title, description, images, videos, and a logo.

Create AI avatar video

Create AI avatar video

Create an AI avatar video from your text or audio with options for aspect ratio, voice, captions, and background.

Find Document

Find Document

Find a document by name, status, and other parameters.

Get Document by ID

Get Document by ID

Get detailed data about a document.

Create/Update Contact

Create/Update Contact

Create a new contact or update an existing contact in PandaDoc.

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Frequently Asked Questions

How do I start an integration between Creatify and PandaDoc?

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

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

Absolutely. You can customize how Creatify 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 Creatify and PandaDoc?

The data sync between Creatify 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 Creatify 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 Creatify and PandaDoc?

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

Creatify

About Creatify

Creatify is an innovative AI-powered platform designed to enhance creativity and streamline design processes. It offers a suite of tools for generating unique designs, automating creative tasks, and optimizing workflows for designers and creative professionals.

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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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