Connect Easybroker and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Contact Request
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 Easybroker and PandaDoc automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
New Contact Request
Triggers when a new contact request 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
Template Deleted
Triggers when a template us deleted
Do thisActions
Action is the task that follows automatically within your Easybroker integrations.
List All Contacts
Get all the contacts from Easybroker.
Create a Contact Request
Creates a Contact Request in your EasyBroker account for a lead.
Get Contact Requests
Gets a list of contact requests
Get Contact
Retrieves a specific contact and it's details by it's contact ID
Get Property
Retrieves a specific property and it's details by it's property ID
List All Collaborations
Get all the collaborations from Easybroker.
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Frequently Asked Questions
To start, connect both your Easybroker and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Easybroker triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Easybroker 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 Easybroker 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 Easybroker 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 Easybroker
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
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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