IntegrationshumanitixPandaDoc
humanitix + PandaDoc

Connect humanitix and PandaDoc to Build Intelligent Automations

Choose a Trigger

humanitix

When this happens...

Choose an Action

PandaDoc

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Attendes

New Attendes

Triggers on every attendee created on an order. Use this trigger if you want to collect customer information on the ticket level.

New Event

New Event

Triggers when a new event is created in your account.

New Order

New Order

Triggers when a new order is made in one of your events. This includes just the high level order information

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

Do thisActions

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

Search Event

Search Event

Search for any current Event by 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.

Create/Update Contact

Create/Update Contact

Create a new contact or update an existing contact in PandaDoc.

Create Document

Create Document

Create a document from a template.

Get Document Attachments

Get Document Attachments

Get files attached to a document.

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Frequently Asked Questions

How do I start an integration between humanitix and PandaDoc?

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

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

Absolutely. You can customize how humanitix 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 humanitix and PandaDoc?

The data sync between humanitix 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 humanitix 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 humanitix and PandaDoc?

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

humanitix

About humanitix

Humanitix is a platform that revolutionizes event management by transforming booking fees into charitable donations. It offers a seamless experience for event organizers to manage ticketing, registrations, and donations, while supporting various social causes. With a focus on making a positive impact, Humanitix is ideal for those who want to combine event management with philanthropy.

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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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