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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

HearMe CXM Platform

HearMe CXM Platform

Hearme is a software solution which helps enterprises collect responses from customers after they bought a product or service.

happyfox

happyfox

HappyFox is a customer support, ticket support software that ensures lowest response time for all your customers queries. A really simple help desk!

happyforms

happyforms

HappyForms helps you to grow customer interactions through better forms, sign-ups, surveys, polls and checkouts for WordPress.

happilyai

happilyai

Happily.ai is an engagement, recognition, and rewards tool that aims to create happy, high-performing teams.

handbid

handbid

Handbid is an online mobile bidding and fundraising platform for charity and commercial auctions and events. Setup an auction or fundraiser in Handbid and allow users to bid or donate through the Handbid apps for iPhone, Android, and web.

halda

halda

Halda delivers efficient, student-centered website personalization that drives full-funnel conversion for higher ed and K-12 schools.

go1

go1

Go1 is a leading edtech company with a mission to unlock positive potential through a love for learning. Find exactly what you're looking for with our comprehensive learning and development library featuring hundreds of thousands of resources from the world's best providers.

Geekbot

Geekbot

Geekbot runs asynchronous standups, retrospectives, and surveys — enabling easy, effective, and transparent collaboration across time zones

hero

hero

Hero is a platform to create personalized pages for content sharing, with Spaces to organize items, blogs, photos, and more.

Gupshup for Business

Gupshup for Business

Engage customers across sales, marketing and support journeys-with their consent, conversationally and in real-time on their favourite messaging platform

guidecx

guidecx

GuideCX was created by professionals in a number of industries who were similarly frustrated by the lack of solutions and automation in the ‘sale to implementation’ process.

gryd

gryd

Gryd is a Vehicle Lookup & Connected Vehicle Data Platform that provides access to UK Vehicle Data and realtime Connected Vehicle Data feeds.

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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