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When this happensTriggers
A trigger is an event that starts a workflow.
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.
Action is the task that follows automatically within your Pyrus integrations.
Creates a simple task with contacts
Get an existing form details by it's form id.
Creates a new task With an existing Form.
Delete task by task id.
Add a new team member.
Returns a description of all the forms in which the current user is a manager or a member.

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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 Pyrus and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Pyrus triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Pyrus 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 Pyrus 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 Pyrus 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.
Pyrus is a collaborative work management platform designed to streamline workflows, automate routine tasks, and enhance team productivity. It offers features such as task management, approval workflows, and real-time collaboration to help businesses operate more efficiently.
Learn MorePandadoc 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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