Connect Domo and PandaDoc to Build Intelligent Automations

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Domo

When this happens...

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PandaDoc

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Card

New Card

Triggers When new Card is Created .

New Task

New Task

Triggers when new Task is Created.

New Project

New Project

Triggers when new Project is Created.

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

Do thisActions

Action is the task that follows automatically within your Domo integrations.

Create List

Create List

Create a new list inside a Domo project with a specified name, list type, and optional index.

Update List

Update List

Updates an Existing List.

Create Group

Create Group

Create a new Domo group with the specified name.

Create Project

Create Project

Creates a Project.

Update Project

Update Project

Updates an Existing Project.

Delete Project

Delete Project

Deletes a Project by its ID.

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Frequently Asked Questions

How do I start an integration between Domo and PandaDoc?

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

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

Absolutely. You can customize how Domo 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 Domo and PandaDoc?

The data sync between Domo 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 Domo 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 Domo and PandaDoc?

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

Domo

About Domo

Domo is a cloud-based business intelligence platform that provides data visualization, analytics, and reporting tools to help organizations make data-driven decisions.

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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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