Connect PagerDuty and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Incident Instant
New Incident acknowledged
Incident Annotated
Incident Escalated
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 PagerDuty and PandaDoc automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Incident Instant
Triggers when new incidents are created.
New Incident acknowledged
Triggers when new incidents are acknowledged.
Incident Annotated
Triggers when an incident is annotated, meaning additional notes or comments are added to an existing incident.
Incident Escalated
Triggers when an incident is escalated.
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 PagerDuty integrations.
Create a Business Service
Create a Business Service in PagerDuty.
Install an Add-On
This action Install an Add-on for your account.
Delete an Add-On
This action delete an add-on.
Update an Add-On
This action update an add - on.
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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Frequently Asked Questions
To start, connect both your PagerDuty and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in PagerDuty triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how PagerDuty 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 PagerDuty 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 PagerDuty 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 PagerDuty
agerDuty is a digital operations management platform that empowers teams to manage and resolve incidents efficiently, ensuring high availability and performance.
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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