Connect Help Scout and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
Conversation Assigned
Tags Updated
Update Customer
Note Created
Tag Created
Choose an Action
Automatically do this!
Find Document
Get Document by ID
Create/Update Contact
Create Document
Get Document Attachments
Create Attachment
Ready to use Help Scout and PandaDoc automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Conversation Assigned
Triggers when a conversation is assigned to agent.
Tags Updated
Triggers when conversation tags are updated.
Update Customer
triggers when a customer is updated
Note Created
Triggers when a note is created
Tag Created
Triggers when tag is created
Document Status Changed
Triggers when the document status changes.
Do thisActions
Action is the task that follows automatically within your Help Scout integrations.
Delete Customer
This action deletes the customer .
Create Email
This actions creates a new email
Delete Email
Deletes the email of a customer.
Create Phone
This action creates the contact.
Find Document
Find a document by name, status, and other parameters.
Get Document by ID
Get detailed data about a document.
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Frequently Asked Questions
To start, connect both your Help Scout and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Help Scout triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Help Scout 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 Help Scout 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 Help Scout 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 Help Scout
Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.
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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