Connect Jotform and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Submission
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 Jotform and PandaDoc automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Submission
Triggers when a new submission has been added to a specific form.
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
Template Deleted
Triggers when a template us deleted
Document Created
Triggers when a document is Created.
Do thisActions
Action is the task that follows automatically within your Jotform integrations.
List a Form File
Lists an existing form file.
Delete User Report
Delete an existing user report.
Delete Submission Data
Delete a single existing submission.
Delete Form
Delete an existing form.
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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Step by step guides to integrate Jotform and PandaDoc
Frequently Asked Questions
To start, connect both your Jotform and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Jotform triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Jotform 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 Jotform 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 Jotform 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 Jotform
Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.
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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