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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

dengro

dengro

DenGro is the lead management solution built for dental groups and practices to capture, nurture, convert their leads and see where they're coming from.

deluxer

deluxer

Deluxer is a lead generation platforms that allows Real Estate Agents to get connected with home buyers and sellers in the US.

Deltanet CRM

Deltanet CRM

DeltaNET CRM App is CRM and leads management tool for real estate agents.

Curb Hero

Curb Hero

Curb Hero (formerly Block Party) is a simple, yet powerful, digital Open House sign-in app + property marketing tool used by thousands of real estate agents and mortgage professionals. It's proven to save time and get better quality lead data. Using Curb Hero subscription-free app, Realtors can quickly create a digital open house sign-in that is a showcase for their brand. Their logo, photos, color palette, lead questions, and follow-up messaging are all customizable. Curb Hero's Zapier integration can be used to unlock infinite possibilities with the data collected at open houses or in property marketing!

CSVBox.io

CSVBox.io

csvbox.io is a no-code tool that helps web apps and SaaS companies to add a production-ready spreadsheet import feature to their application in a few minutes.

cryotos

cryotos

Cryotos is a cloud-based maintenance management software platform to plan, track and optimize your facilities and maintenance management.

crowdfire

crowdfire

Crowdfire is a Social Media management tool used by brands, businesses, agencies, and individuals all over the world.

crosstrax

crosstrax

CROSStrax is case management system for investigator to organize all investigation related stuff and more within single platform.

crmgrow

crmgrow

crmgrow is a CRM platform with various tracking abilities such as video, screen, and user activity tracking.

CRM In Cloud

CRM In Cloud

CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony integration, sales force management with a modern and easy to use interface.

criya

criya

Criya builds you a bespoke generative AI app for your business that engages every visitor in real time conversations, promotes engagement and conversions.

crewdriver

crewdriver

CrewDriver is an automated employee shift fulfillment system for use alongside your workforce management software or as a stand-alone.

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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