Connect Pyrus and PandaDoc to Build Intelligent Automations

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Pyrus

When this happens...

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PandaDoc

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Do thisActions

Action is the task that follows automatically within your Pyrus integrations.

Create Simple Task

Create Simple Task

Creates a simple task with contacts

Get Forms

Get Forms

Get an existing form details by it's form id.

Create Task With Form

Create Task With Form

Creates a new task With an existing Form.

Delete Task

Delete Task

Delete task by task id.

Add Member

Add Member

Add a new team member.

List Forms

List Forms

Returns a description of all the forms in which the current user is a manager or a member.

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Frequently Asked Questions

How do I start an integration between Pyrus and PandaDoc?

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).

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

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.

How often does the data sync between Pyrus and PandaDoc?

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.

Can I filter or transform data before sending it from Pyrus to PandaDoc?

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 Pyrus and PandaDoc?

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

About Pyrus

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.

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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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