Connect Duply and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Image Created
New Template Created
New Video Created
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 Duply and PandaDoc automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Image Created
Triggers when a new image is generated
New Template Created
Triggers when a new template is created
New Video Created
Triggers when a new video is created
Document Status Changed
Triggers when the document status changes.
Document Deleted
Triggers when a document is deleted
Template Created
Triggers when a template is created
Do thisActions
Action is the task that follows automatically within your Duply integrations.
Generate Image
Generate your image from a template
Generate Video
Generate a Video
Find Document
Find a document by name, status, and other parameters.
Get Document by ID
Get detailed data about a document.
Create/Update Contact
Create a new contact or update an existing contact in PandaDoc.
Create Document
Create a document from a template.
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Frequently Asked Questions
To start, connect both your Duply and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Duply triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Duply 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 Duply 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 Duply 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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