IntegrationsGoogle DocsPandaDoc
Google Docs + PandaDoc

Connect Google Docs and PandaDoc to Build Intelligent Automations

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Google Docs

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PandaDoc

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document

New Document

Lists Google Docs created within the specified recent time window (default 15 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

Document Created

Document Created

Triggers when a document is Created.

Do thisActions

Action is the task that follows automatically within your Google Docs integrations.

Create Document From Text

Create Document From Text

Create a new Google Doc with the given title and content, optionally saving it to a specified Google Drive folder. Returns the document ID, edit URL, and export links.

Append Text to Document

Append Text to Document

Insert the provided text into the selected Google Docs document, optionally placing it on a new line.

Create Document From Template

Create Document From Template

Create a Google Doc from a chosen template, replace template tags with provided values, optionally save it to a folder, and optionally share it with a user or anyone with the link.

Get Content of a Document

Get Content of a Document

Retrieve the document's title and plain-text content from Google Docs using its document ID.

Find Document

Find Document

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

Get Document by ID

Get Document by ID

Get detailed data about a document.

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Step by step guides to integrate Google Docs and PandaDoc

Frequently Asked Questions

How do I start an integration between Google Docs and PandaDoc?

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

Can we customize how data from Google Docs is recorded in PandaDoc?

Absolutely. You can customize how Google Docs 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 Google Docs and PandaDoc?

The data sync between Google Docs 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 Google Docs 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 Google Docs and PandaDoc?

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

Google Docs

About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!

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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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