Connect EKM and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
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 EKM and PandaDoc automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Runs when a new customer is created.
New Order
Trigger when new order is created in your account.
New Product
Trigger when new product is created in your account.
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 EKM integrations.
Create Customer
Add a new customer to the EKM account.
Create Product
Add a new Product to the EKM account.
Update Product
Update the details of an existing product.
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 EKM and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how EKM 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 EKM 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 EKM 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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