
When this happens...
Document Status Changed
Document Deleted
Template Created
Template Deleted
Document Created
Content Library Item Created
Documents Folders Created

Automatically do this!
Create User
Update User
Delete a user
List Licences
Create License
Update License Key
Delete a License By Key
List Products
Create Product
Update Product
Delete Product
Create Role
Update Role
Delete Role
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when the document status changes.
Triggers when a document is deleted
Triggers when a template is created
Triggers when a template us deleted
Triggers when a document is Created.
Triggers when new content library item is created in panadoc.
Action is the task that follows automatically within your PandaDoc integrations.
Find a document by name, status, and other parameters.
Get detailed data about a document.
Create a new contact or update an existing contact in PandaDoc.
Create a document from a template.
Get files attached to a document.
Create an attachment for a document.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your PandaDoc and cryptlex accounts to viaSocket. Once connected, you can set up a workflow where an event in PandaDoc triggers actions in cryptlex (or vice versa).
Absolutely. You can customize how PandaDoc data is recorded in cryptlex. This includes choosing which data fields go into which fields of cryptlex, setting up custom formats, and filtering out unwanted information.
The data sync between PandaDoc and cryptlex 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 PandaDoc and cryptlex. 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.
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.
Learn MoreCryptlex is a comprehensive software licensing and distribution platform that provides developers with tools to manage software licenses, protect applications, and automate the software distribution process. It offers features such as license key generation, activation, and deactivation, along with analytics to track software usage and compliance.
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