Connect PandaDoc and redtie to Build Intelligent Automations

Choose a Trigger

PandaDoc

When this happens...

Choose an Action

redtie

Automatically do this!

Enable Integrations or automations with these events of PandaDoc and redtie

Enable Integrations or automations with these events of PandaDoc and redtie

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.

Request a new Action for PandaDoc

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Frequently Asked Questions

How do I start an integration between PandaDoc and redtie?

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

Can we customize how data from PandaDoc is recorded in redtie?

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

How often does the data sync between PandaDoc and redtie?

The data sync between PandaDoc and redtie 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 redtie?

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 redtie?

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

About redtie

Redtie is an advanced, feature rich text messaging solution that lets you send attachments just like you would in an email. Businesses can share any type of files over a simple text message to their customers or contacts over a text message.

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