Connect Lark and PandaDoc to Build Intelligent Automations

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Lark

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 Lark integrations.

Create Lark Sheet

Create Lark Sheet

Create a new Sheet in Lark

Search a Group Chat in Lark

Search a Group Chat in Lark

Searches for a Lark Group Chat that users or bot are in by name

Search a Lark Base

Search a Lark Base

Search for a Lark Base by name or keyword

Search Lark Calendar Event

Search Lark Calendar Event

Search user's Lark calendar events

Search a Lark Docs

Search a Lark Docs

Search for a Lark Base by name or keyword

Search a Lark File

Search a Lark File

Search a Lark File by key word

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Frequently Asked Questions

How do I start an integration between Lark and PandaDoc?

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

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

Absolutely. You can customize how Lark 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 Lark and PandaDoc?

The data sync between Lark 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 Lark 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 Lark and PandaDoc?

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

Lark

About Lark

Lark is a next-generation office suite that integrates messaging, video conferencing, schedule management, collaborative documents, and more into a single platform, designed to enhance productivity and streamline communication for teams.

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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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