Connect GanttPRO and PandaDoc to Build Intelligent Automations

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GanttPRO

When this happens...

Choose an Action

PandaDoc

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Ready to use GanttPRO and PandaDoc automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

Returns tasks from the selected project that were created within the past number of minutes specified by the scheduledTime input.

New Comment

New Comment

Returns comments added to the selected task within the past specified number of minutes.

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

Do thisActions

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

Create Task

Create Task

Create a new task in a GanttPRO project with specified name, dates, status, priority, progress, estimation, deadline, and color.

Create Project

Create Project

Create a new project in GanttPRO with a name, optional description, start date, and configuration (duration view and working days).

Delete Task

Delete Task

Permanently deletes the selected task from the specified GanttPRO project.

Update task

Update task

Update an existing GanttPRO task — modify its name, description, status, priority, progress, deadline, estimation, or color.

Add Comment To Task

Add Comment To Task

Adds a comment to a specific task in a GanttPRO project by the selected user.

Find Document

Find Document

Find a document by name, status, and other parameters.

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Frequently Asked Questions

How do I start an integration between GanttPRO and PandaDoc?

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

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

Absolutely. You can customize how GanttPRO 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 GanttPRO and PandaDoc?

The data sync between GanttPRO 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 GanttPRO 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 GanttPRO and PandaDoc?

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

GanttPRO

About GanttPRO

Ganttpro is a powerful project management tool that helps teams plan, schedule, and manage their projects using Gantt charts. It offers features like task management, resource allocation, and time tracking to ensure projects are completed on time and within budget.

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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.

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