Connect Detrack and PandaDoc to Build Intelligent Automations

Choose a Trigger

Detrack

When this happens...

Choose an Action

PandaDoc

Automatically do this!

Ready to use Detrack 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 Detrack integrations.

Create Job

Create Job

Creates a Job in the Detrack Dashboard.

List Jobs

List Jobs

List all jobs

Create Batch

Create Batch

Create multiple delivery or collection jobs in Detrack as a single batch.

Update Job

Update Job

Update one or more Detrack jobs (DO numbers). Modify job date, type, address, contact, phone, notification email, tracking number, and items — any fields left blank remain unchanged.

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.

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Frequently Asked Questions

How do I start an integration between Detrack and PandaDoc?

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

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

Absolutely. You can customize how Detrack 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 Detrack and PandaDoc?

The data sync between Detrack 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 Detrack 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 Detrack and PandaDoc?

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

Detrack

About Detrack

Detrack is a live delivery tracking system that offers a robust Proof of Delivery system to last-mile couriers and logistics.

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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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