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PandaDoc

PandaDoc

Create integrations between PandaDoc and your favorite App

Create effective PandaDoc automations in minutes by using pre-made templates that are customized for your needs

Select Any App to connect with PandaDoc

PandaDoc

PandaDoc

Yoco Board

Yoco Board

YoCo Board is an online time tracking application that lets you track employees work hours.

yeti-snow

yeti-snow

Snow management software to control and grow your snow management business.

yepcode

yepcode

YepCode is a platform that connects your services and APIs using code, allowing to skip limitations that you could face with no-code tools.

YayList

YayList

YAY-List is a brandable party invitation tool, that helps event-based businesses turbo-charge their word-of-mouth marketing and collect new leads.

yardman

yardman

Yardman is a simple yard management system to organize bookings and keep yard visits on track.

yammer

yammer

Yammer makes it easy to communicate within your company at the speed of light with your own internal social networks where employees can connect and build meaningful business relationships.

Xray Workflow

Xray Workflow

This is a software agnostic workflow application. Create your home screen for workflows today!

xobin

xobin

Xobin is a skill evaluation and testing platform to build winning teams. Xobin has the largest collection white collar Job Assessments including Coding Tests, Skill Tests and Psychometric Tests

xledger

xledger

Xledger is cloud based accounting platform. It leverages automation to save users time and use complex worflows.

xconnect

xconnect

xConnect Remote Management Platform allows you to monitor your system hardware remotely and provide notification for potential service issues.

Zoho Billing

Zoho Billing

Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.

Zoe Financial

Zoe Financial

Zoe Financial connects clients to financial advisors. Advisors listed on Zoe's network are all independent fiduciaries who work on a commission-free model, meaning your advisor won’t try to sell you products to make a profit.

Actions and Triggers

When this happensTriggers

PandaDoc

Document Status Changed

Triggers when the document status changes.

PandaDoc

Document Deleted

Triggers when a document is deleted

PandaDoc

Template Created

Triggers when a template is created

PandaDoc

Template Deleted

Triggers when a template us deleted

Do thisActions

PandaDoc

Find Document

Find a document by name, status, and other parameters.

PandaDoc

Get Document by ID

Get detailed data about a document.

PandaDoc

Create/Update Contact

Create a new contact or update an existing contact in PandaDoc.

PandaDoc

Create Document

Create a document from a template.

PandaDoc

Get Document Attachments

Get files attached to a document.

PandaDoc

Create Attachment

Create an attachment for a document.

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Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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