Connect Pantry and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Pantry
Choose an Action
Automatically do this!
Find Document
Get Document by ID
Create/Update Contact
Create Document
Get Document Attachments
Create Attachment
Ready to use Pantry and PandaDoc automations
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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 Pantry integrations.
Create and/or Replace Basket
Given a basket name as provided in the url, this will either create a new basket inside your pantry, or replace an existing one.
Get Contents
Given a basket name, return the full contents of the basket.
Update Contents
Given a basket name, this will update the existing contents and return the contents of the newly updated basket.
Get Details
Given a PantryID, return the details of the pantry, including a list of baskets currently stored inside it.
Update Details
Update Details in Pantry.
Find Document
Find a document by name, status, and other parameters.
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Frequently Asked Questions
To start, connect both your Pantry and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Pantry triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Pantry data is recorded in PandaDoc. This includes choosing which data fields go into which fields of PandaDoc, setting up custom formats, and filtering out unwanted information.
The data sync between Pantry and PandaDoc 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 Pantry and PandaDoc. 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 Pantry
Pantry is a cloud-based service that provides a simple and efficient way to store and manage data. It is designed to help developers and businesses easily manage their data storage needs with a focus on simplicity and ease of use.
Learn MoreAbout 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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