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IntegrationsFlexmailPandaDoc
Flexmail + PandaDoc

Connect Flexmail and PandaDoc to Build Intelligent Automations

Choose a Trigger

Flexmail

When this happens...

Choose an Action

PandaDoc

Automatically do this!

Ready to use Flexmail and PandaDoc automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Status Changed

Document Status Changed

Triggers when the document status changes.

Document Deleted

Document Deleted

Triggers when a document is deleted

Template Created

Template Created

Triggers when a template is created

Template Deleted

Template Deleted

Triggers when a template us deleted

Document Created

Document Created

Triggers when a document is Created.

Content Library Item Created

Content Library Item Created

Triggers when new content library item is created in panadoc.

Do thisActions

Action is the task that follows automatically within your Flexmail integrations.

Create Contact

Create Contact

Create a contact

Update Contact

Update Contact

Update a contact using contact id

Subscribe Contact to Interest

Subscribe Contact to Interest

Subscribe a contact to a selected interest.

Find Contact

Find Contact

Finds a contact based on email.

Unsubscribe a Contact

Unsubscribe a Contact

Unsubscribe a contact from your communication. If a contact is unsubscribed, it can only resubscribe via an opt-in.

Unsubscribe Contact From Interest

Unsubscribe Contact From Interest

Unsubscribe a contact from an interest.

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between Flexmail and PandaDoc?

To start, connect both your Flexmail and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Flexmail triggers actions in PandaDoc (or vice versa).

Can we customize how data from Flexmail is recorded in PandaDoc?

Absolutely. You can customize how Flexmail 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.

How often does the data sync between Flexmail and PandaDoc?

The data sync between Flexmail and PandaDoc typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Flexmail to PandaDoc?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Flexmail and PandaDoc?

Yes, you can set conditional logic to control the flow of data between Flexmail 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.

Flexmail

About Flexmail

Use Flexmail to keep in touch with subscribers, leads and customers through email marketing. Send better emails through data, powerful targeting and automation.

Email NewslettersProduct Management
Learn More
PandaDoc

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.

DocumentsProposal and Invoice Management
Learn More

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