Connect Fibery and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Entity
Entity Updated
New User
Entity Updated or Created
Choose an Action
Automatically do this!
Find Document
Get Document by ID
Create/Update Contact
Create Document
Get Document Attachments
Create Attachment
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Entity
Triggered when a new entity is created in a specified Fibery app.
Entity Updated
Triggered when an existing entity is updated in a specified Fibery app.
New User
Triggers when a new user is created in the system
Entity Updated or Created
Triggered when an existing entity is updated or created in a specified Fibery app.
Document Status Changed
Triggers when the document status changes.
Document Deleted
Triggers when a document is deleted
Do thisActions
Action is the task that follows automatically within your Fibery integrations.
Create Entity
Creates a new entity in a specified Fibery app.
Update Entity
Updates an existing entity in a specified Fibery app.
Delete Entity
Deletes an existing entity in a specified Fibery app.
List Type
Retrieves and lists all available types in the Fibery database.
Get Fields from Type
Fetches all fields associated with a specific entity type in Fibery.
List Reference
Retrieves a list of all references from the Fibery database with their IDs and names.
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Frequently Asked Questions
To start, connect both your Fibery and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Fibery triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Fibery 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 Fibery 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 Fibery 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 Fibery
Fibery is a flexible work management platform that helps teams to organize, collaborate, and innovate. It combines project management, knowledge base, and database functionalities into a single, customizable workspace.
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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