Connect Instagram for Business and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Comment
New DM
New Media Posted in My Account
New Story Reply
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 Instagram for Business and PandaDoc automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Comment
Triggers when a new comment is made on your Instagram Business post.
New DM
Triggers when new DM is received.
New Media Posted in My Account
Triggers when a photo or video is posted to your selected account.
New Story Reply
Triggers when new New Instagram Story Reply received.
Document Status Changed
Triggers when the document status changes.
Document Deleted
Triggers when a document is deleted
Do thisActions
Action is the task that follows automatically within your Instagram for Business integrations.
Publish Story
Creates a new story on your Instagram Business account.
Send DM Message
Send the dm message.
Reply to Comment
Reply to a comment
Hide/Unhide the Comment
Hide/Unhide the Comment by comment ID.
Send a Private Reply
An Instagram user comments on Instagram professional post, reel, story, Live, or ad post. Send them private reply in the DM.
Send Quick Replies DM
Quick replies provide a way to present a set of buttons in conversation for users to reply with.
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Frequently Asked Questions
To start, connect both your Instagram for Business and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Instagram for Business triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Instagram for Business 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 Instagram for Business 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 Instagram for Business 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 Instagram for Business
Instagram for Business is a powerful platform that allows businesses to connect with their audience through visual storytelling. It offers tools for businesses to create engaging content, reach a wider audience, and analyze performance metrics to optimize their marketing strategies.
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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