PandaDoc + Way We Do

Connect PandaDoc and Way We Do to Build Intelligent Automations

Choose a Trigger

When this happens...

Document Status Changed
Document Deleted
Template Created
Template Deleted
Document Created
Content Library Item Created
Documents Folders Created

Choose an Action

Automatically do this!

Add a New User
Complete a Checklist Step
Add a Checklist Comment
Start Checklist Instance
Find a Checklist by Title
Find a Checklist Instance by ID
Find a Checklist Instance by Title
Find a Checklist Step by ID
Find a Procedure by Title
Find a Procedure or Checklist by ID
Find a User
Find a Checklist Step by Title
Add Collaborators
List Checklist Instance Comments
List Checklist Instances
List Collaborator Invites
Get Company
List All Company Roles
List Completed Checklist Steps
List Procedure Acceptance
List All Procedures
List All Security Roles
List All Time Zones
List All Users

Ready to use PandaDoc and Way We Do automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Expense Report Approvals via Slack & QuickBooks

When

Google Forms

Runs Every 15 Minutes

Send for Approval

- Send for Approval accept
  Create Entry of expenses
  Add Step
- Send for reject
  Mail for Rejection
  Add Step

Continue from here

Add Expense Details

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

Document Status Changed

Triggers when the document status changes.

Document Deleted

Triggers when a document is deleted

Template Created

Triggers when a template is created

Template Deleted

Triggers when a template us deleted

Document Created

Triggers when a document is Created.

Content Library Item Created

Triggers when new content library item is created in panadoc.

Do thisActions
Action is the task that follows automatically within your PandaDoc integrations.

Find Document

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

Get Document by ID

Get detailed data about a document.

Create/Update Contact

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

Create Document

Create a document from a template.

Get Document Attachments

Get files attached to a document.

Create Attachment

Create an attachment for a document.

We'll help you get started

Our team is all set to help you!

Know More About Pandadoc and Way We Do Integrations

How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Know more

5 Simple Automation Hacks to Make Your Team Free

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Know more

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Know more

Frequently Asked Questions

How do I start an integration between PandaDoc and Way We Do?

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

Can we customize how data from PandaDoc is recorded in Way We Do?

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

How often does the data sync between PandaDoc and Way We Do?

The data sync between PandaDoc and Way We Do 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 Way We Do?

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 Way We Do?

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

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.

Documents Proposal and Invoice Management

Learn More

About Way We Do

Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.

Project Management

Learn More

Connect PandaDoc and Way We Do to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use PandaDoc and Way We Do automations

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

Document Status Changed

Document Deleted

Template Created

Template Deleted

Document Created

Content Library Item Created

Do thisActionsAction is the task that follows automatically within your PandaDoc integrations.

Find Document

Get Document by ID

Create/Update Contact

Create Document

Get Document Attachments

Create Attachment

We'll help you get started

Know More About Pandadoc and Way We Do Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About PandaDoc

About Way We Do

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your PandaDoc integrations.