Connect Dust and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document
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 Dust and PandaDoc automations
Explore more automations built by businesses and experts
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Triggers when a new document is created / upserted.
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
Template Deleted
Triggers when a template us deleted
Document Created
Triggers when a document is Created.
Do thisActions
Action is the task that follows automatically within your Dust integrations.
Talk to an Agent
Send a message to a Dust a gent and retrieve the answer.
Upload Document
Upload a document to a Dust Data Source / Folder.
Search Agent
Search for agent configurations by name in the workspace.
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.
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Frequently Asked Questions
To start, connect both your Dust and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Dust triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Dust 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 Dust 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 Dust 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 Dust
Dust.tt is a comprehensive workflow automation platform designed to seamlessly integrate and manage data across various sources. It provides robust tools for automating document workflows, data management, and API integrations, helping businesses streamline their operations. Whether it's cloud storage, document handling, or real-time data syncing, Dust.tt allows users to efficiently manage data sources and automate processes to boost productivity.
Learn MoreAbout 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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