Connect Deskpro and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Organization
New Person Added
New Ticket
New Task
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 Deskpro and PandaDoc automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Organization
This trigger checks for newly created organizations in Deskpro on a scheduled interval (e.g., every 5 or 15 minutes).
New Person Added
This trigger automatically checks for new people (users) added to your Deskpro account on a regular schedule (e.g., every 5 or 15 minutes).
New Ticket
Checks for any new ticket created
New Task
This trigger checks for newly created tasks in Deskpro.
Document Status Changed
Triggers when the document status changes.
Document Deleted
Triggers when a document is deleted
Do thisActions
Action is the task that follows automatically within your Deskpro integrations.
Create Brand
Create a Breand in Deskpro
Create Ticket
Create a new Deskpro support ticket with subject, requester email, message (HTML or text), context (agent/user), and status.
Create Organization
Create a new organization in Deskpro, optionally setting parent org, labels, summary, picture, phone number, and primary contact.
Find Ticket
Retrieve tickets from Deskpro using a query string.
Find Organization
Search Deskpro organizations by exact or partial name and return matching organization records or a message if none are found.
Add Message to Ticket
Add a text or HTML message to an existing Deskpro ticket to update the requester or record ticket details.
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Frequently Asked Questions
To start, connect both your Deskpro and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Deskpro triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Deskpro 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 Deskpro 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 Deskpro 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 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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