Integrations PandaDoc Project Broadcast
PandaDoc + Project Broadcast

Connect PandaDoc and Project Broadcast to Build Intelligent Automations

Choose a Trigger

PandaDoc

When this happens...

Choose an Action

Project Broadcast

Automatically do this!

Enable Integrations or automations with these events of PandaDoc and Project Broadcast

Enable Integrations or automations with these events of PandaDoc and Project Broadcast

Triggers

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

Document Created

Document Created

Triggers when a document is Created.

Content Library Item Created

Content Library Item Created

Triggers when new content library item is created in panadoc.

Actions

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.

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Frequently Asked Questions

How do I start an integration between PandaDoc and Project Broadcast?

To start, connect both your PandaDoc and Project Broadcast accounts to viaSocket. Once connected, you can set up a workflow where an event in PandaDoc triggers actions in Project Broadcast (or vice versa).

Can we customize how data from PandaDoc is recorded in Project Broadcast?

Absolutely. You can customize how PandaDoc data is recorded in Project Broadcast. This includes choosing which data fields go into which fields of Project Broadcast, setting up custom formats, and filtering out unwanted information.

How often does the data sync between PandaDoc and Project Broadcast?

The data sync between PandaDoc and Project Broadcast typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from PandaDoc to Project Broadcast?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between PandaDoc and Project Broadcast?

Yes, you can set conditional logic to control the flow of data between PandaDoc and Project Broadcast. 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

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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Project Broadcast

About Project Broadcast

Project Broadcast is a robust business texting platform that allows you to communicate with your customers with ease while maintaining that personal connection.

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