Connect Encharge and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
Unsubscribed Person
Updated Person
Tag Added To Person
Tag Removed From Person
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 Encharge and PandaDoc automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when a new person is created.
Unsubscribed Person
Triggers when a person is unsubscribed.
Updated Person
Triggers when a person is updated.
Tag Added To Person
Triggers when a person is tagged.
Tag Removed From Person
Triggers when a person is untagged.
Document Status Changed
Triggers when the document status changes.
Do thisActions
Action is the task that follows automatically within your Encharge integrations.
Add or Update Person
Create a new person or update an existing person in Encharge using the provided email and profile details.
Add Tag To User
Add a single tag to an existing user identified by their email in Encharge.
Remove Tag
Remove a specified tag from the user identified by the provided email address.
Archive or Delete Person
Archive a person by email, or permanently delete them if 'Delete Permanently' is set to true.
Unsubscribe Person
Unsubscribes the person with the given email from all Encharge email communications.
Find Document
Find a document by name, status, and other parameters.
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Frequently Asked Questions
To start, connect both your Encharge and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Encharge triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Encharge 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 Encharge 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 Encharge 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 Encharge
Encharge is a powerful marketing automation platform designed to streamline your marketing efforts and enhance customer engagement. With its intuitive interface, Encharge allows businesses to create personalized customer journeys, automate email campaigns, and integrate seamlessly with other tools to optimize marketing strategies.
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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