Connect PandaDoc and CustomerX Tracking to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Status Changed
Document Deleted
Template Created
Template Deleted
Document Created
Content Library Item Created
Documents Folders Created
Choose an Action
Automatically do this!
- Request a new Action for CustomerX Tracking
Enable Integrations or automations with these events of PandaDoc and CustomerX Tracking
Enable Integrations or automations with these events of PandaDoc and CustomerX Tracking
Triggers
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.
Content Library Item Created
Triggers when new content library item is created in panadoc.
Actions
Find Document
Find a document by name, status, and other parameters.
Get Document by ID
Get detailed data about a document.
Create/Update Contact
Create a new contact or update an existing contact in PandaDoc.
Create Document
Create a document from a template.
Get Document Attachments
Get files attached to a document.
Create Attachment
Create an attachment for a document.
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Frequently Asked Questions
To start, connect both your PandaDoc and CustomerX Tracking accounts to viaSocket. Once connected, you can set up a workflow where an event in PandaDoc triggers actions in CustomerX Tracking (or vice versa).
Absolutely. You can customize how PandaDoc data is recorded in CustomerX Tracking. This includes choosing which data fields go into which fields of CustomerX Tracking, setting up custom formats, and filtering out unwanted information.
The data sync between PandaDoc and CustomerX Tracking 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 CustomerX Tracking. 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 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.
Learn MoreAbout CustomerX Tracking
CustomerX is a customer success platform that helps you manage engagement and relationships with your customers
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