
When this happens...
Document Status Changed
Document Deleted
Template Created
Template Deleted
Document Created
Content Library Item Created
Documents Folders Created

Automatically do this!
Enable Integrations or automations with these events of PandaDoc and zuddl
Triggers when the document status changes.
Triggers when a document is deleted
Triggers when a template is created
Triggers when a template us deleted
Triggers when a document is Created.
Triggers when new content library item is created in panadoc.
Find a document by name, status, and other parameters.
Get detailed data about a document.
Create a new contact or update an existing contact in PandaDoc.
Create a document from a template.
Get files attached to a document.
Create an attachment for a document.

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

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

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your PandaDoc and zuddl accounts to viaSocket. Once connected, you can set up a workflow where an event in PandaDoc triggers actions in zuddl (or vice versa).
Absolutely. You can customize how PandaDoc data is recorded in zuddl. This includes choosing which data fields go into which fields of zuddl, setting up custom formats, and filtering out unwanted information.
The data sync between PandaDoc and zuddl typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between PandaDoc and zuddl. 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 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.
Learn MoreZuddl is a platform for B2B marketers and conference organizers to plan and run webinar and event programs that drive revenue. Zuddl supports the entire event lifecycle regardless of event format.
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