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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

organimi

organimi

Organimi is a web based tool to create online Organization Charts for your Organization large or small.

Optus SMS Suite

Optus SMS Suite

Optus SMS Suite is a cloud-based messaging platform that connects your business to an enterprise messaging solution.

openerp

openerp

Odoo ERP Self Hosted (formerly known as OpenERP) is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products. It works with instances that are self-hosted.

onstrategy

onstrategy

OnStrategy is a strategic performance software tool you can use to build your corporate strategy and manage and implement your plan.

OnOffice Enterprise

OnOffice Enterprise

Due to the level of innovation, quality and reliability, onOffice estate software is a web-based tool that enables a plethora of activities such as cloud networking, optimization of work processes, creation of goal-oriented websites as well as efficient marketing.

onlinecheckwriter

onlinecheckwriter

OnlineCheckWriter is a check printing and checks mailing service provider. Send payment via physical checks without leaving your desk in a minute. Also, accept payment from your clients and save on credit card processing fees.

OnePage CRM

OnePage CRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

OneLocal Local Reviews

OneLocal Local Reviews

LocalReviews by OneLocal provides a fully customizable survey & review generation tool for businesses so they can request feedback from their customers by text message or email & improve their online reputation.

One AI

One AI

One AI is an API-first, language AI service built for developers. Embed our API to analyze, process, and transform text in your project

onboardio

onboardio

Onboard is a SaaS made specifically for customer implementation. Customized MAPS allow teams to automate the best implementation plans and provide visibility for every customer.

orbisx

orbisx

OrbisX is an all-in-one CRM solution for detailers, tinters and automotive service providers

omnius

omnius

Omni.us is an Email Marketing automation tool to organize campaigns leads and keep your campaign on track.

Actions and Triggers

When this happensTriggers

Document Status Changed

Document Status Changed

Triggers when the document status changes.

Document Deleted

Document Deleted

Triggers when a document is deleted

Template Created

Template Created

Triggers when a template is created

Template Deleted

Template Deleted

Triggers when a template us deleted

Request a new trigger

Do thisActions

Find Document

Find Document

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

Get Document by ID

Get Document by ID

Get detailed data about a document.

Create/Update Contact

Create/Update Contact

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

Create Document

Create Document

Create a document from a template.

Get Document Attachments

Get Document Attachments

Get files attached to a document.

Create Attachment

Create Attachment

Create an attachment for a document.

Request a new action

We'll help you get started

Our team is all set to help you!

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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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