Avail Lifetime Free Access - Limited Time Period Offer

Gist

Gist

PandaDoc

PandaDoc

Create integrations between Gist and PandaDoc

Actions and Triggers

When this happensTriggers

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

Create or Update Contact

Create or Update Contact

Creates a new Contact or updates an existing one.

Add Tag to an Existing Contact

Add Tag to an Existing Contact

Apply a tag to an existing contact.

Remove Tag From Existing Contact

Remove Tag From Existing Contact

Removes a tag from an existing contact.

Subscribe to a Campaign

Subscribe to a Campaign

Subscribe a contact to a specific campaign.

Unsubscribe From a Campaign

Unsubscribe From a Campaign

Unsubscribe a contact from a specific Campaign.

Find a Contact

Find a Contact

Find an Existing Contact.

We'll help you get started

Our team is all set to help you!

get started messageget started message

Frequently asked questions

  • Is there a limit to the number of apps I can integrate through viaSocket?
  • No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
  • Can I automate complex multi-step workflows across thousands of apps with viaSocket?
  • Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
  • Can I monitor the performance of integrations and troubleshoot issues?
  • Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
  • How does viaSocket ensure the security of data exchanged between integrated apps?
  • Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
Gist

About Gist

Gist is a comprehensive customer engagement platform that helps businesses manage customer interactions, automate marketing, and provide exceptional support. With Gist, you can streamline your communication channels, track customer behavior, and enhance your overall customer experience.

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.

Learn More