Connect Infinity and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Member
New Attributes
New Item
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 Infinity and PandaDoc automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Member
Triggers when a new member is invited in startinfinity.
New Attributes
Triggers when a new attributes is created.
New Item
Triggers when a new item is created.
Document Status Changed
Triggers when the document status changes.
Document Deleted
Triggers when a document is deleted
Template Created
Triggers when a template is created
Do thisActions
Action is the task that follows automatically within your Infinity integrations.
Get a board
Gets a board in one of your workspaces.
Find a folder
Find a folder in one of your boards.
Get a member
Gets a member of one of your workspace.
File Upload
Upload a file from URL to the workspace
Create a New Comment
Create a new comment on specific item.
Create a New Folder
Create a new folder in a workspace,board or optionally as child of another folder
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Frequently Asked Questions
To start, connect both your Infinity and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Infinity triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Infinity 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 Infinity 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 Infinity 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 Infinity
Startinfinity is a flexible project management tool designed to help teams organize and prioritize their work in a customizable, collaborative online space
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.
Learn More
