Connect Facebook Messenger and PandaDoc to Build Intelligent Automations
Ready to use Facebook Messenger and PandaDoc automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message Sent to Page
Triggered when a new message is received from a user on Facebook Messenger sent from page.
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 Facebook Messenger integrations.
Send Message from Page
Sends a message to a user from a page.
Send Receipt Template
The receipt template allows you to send an order confirmation as a structured message.The template may include an order summary, payment details, and shipping information.
Set Messenger Welcome Screen
Dropdown to choose which Messenger Profile property/properties to set (get_started, greeting, or both).
Set Ice Breakers
Ice Breakers provide a way for users to start a conversation with a business with a list of frequently asked questions.
Set Persistent Menu
The Persistent Menu allows you to create and send a menu of the main features of your business.
Set Sender Actions
Set Sender Actions, display your actions in a conversation to let message recipients know that you have seen and are processing their message.
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Frequently Asked Questions
To start, connect both your Facebook Messenger and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Facebook Messenger triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Facebook Messenger 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 Facebook Messenger 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 Facebook Messenger 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 Facebook Messenger
Facebook Messenger is a popular communication platform that allows users to send messages, make voice and video calls, and share multimedia content with friends and family. It is integrated with Facebook, providing seamless connectivity and interaction with your social network.
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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