IntegrationsKeywords AIPandaDoc
Keywords AI + PandaDoc

Connect Keywords AI and PandaDoc to Build Intelligent Automations

Choose a Trigger

Keywords AI

When this happens...

Choose an Action

PandaDoc

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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

Template Deleted

Template Deleted

Triggers when a template us deleted

Document Created

Document Created

Triggers when a document is Created.

Content Library Item Created

Content Library Item Created

Triggers when new content library item is created in panadoc.

Do thisActions

Action is the task that follows automatically within your Keywords AI integrations.

Log list

Log list

The Logs List endpoint allows you to get the past logs with specified filters.

Create prompt

Create prompt

You can create a prompt by sending a POST request to the prompts endpoint.

Thread list

Thread list

This endpoint retrieves log threads based on specified filters and pagination parameters.

Retrieve prompts

Retrieve prompts

Get prompt list.

Update prompt

Update prompt

You can update a prompt by sending a PATCH request to the prompt endpoint

Delete prompt

Delete prompt

You can delete a prompt by sending a DELETE request to the prompt endpoint.

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Frequently Asked Questions

How do I start an integration between Keywords AI and PandaDoc?

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

Can we customize how data from Keywords AI is recorded in PandaDoc?

Absolutely. You can customize how Keywords AI 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 Keywords AI and PandaDoc?

The data sync between Keywords AI 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 Keywords AI 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 Keywords AI and PandaDoc?

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

Keywords AI

About Keywords AI

Keywords AI is a powerful tool designed to help businesses and marketers optimize their content for search engines by providing intelligent keyword suggestions and analysis. It leverages advanced AI algorithms to identify the most effective keywords that can enhance visibility and drive traffic to websites.

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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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