
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 Card
Create Tag
Update Tag
Delete Tag
Create Column
Update Column
Delete Column
Update Collection
Delete Collection
Create Collection
Update Card
Delete Card
List Collections
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 Favro accounts to viaSocket. Once connected, you can set up a workflow where an event in PandaDoc triggers actions in Favro (or vice versa).
Absolutely. You can customize how PandaDoc data is recorded in Favro. This includes choosing which data fields go into which fields of Favro, setting up custom formats, and filtering out unwanted information.
The data sync between PandaDoc and Favro 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 Favro. 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 MorePlan a wedding, build an award winning video game or even send a rocket into space. Favro helps you manage everything from the smallest task, to the most advanced project.
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