Connect ShopBase and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Product Created
New Order Is Created
Product Updated
New Customer Created
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 ShopBase and PandaDoc automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product Created
Runs when new Product is created
New Order Is Created
Runs when New Order Is Created
Product Updated
Runs when product is updated
New Customer Created
Runs when new customer created
Document Status Changed
Triggers when the document status changes.
Document Deleted
Triggers when a document is deleted
Do thisActions
Action is the task that follows automatically within your ShopBase integrations.
Create Order
Add an order to your store.
Create Product
Create a product with variants
Create Product Variant
Add variant with price and SKU
Upload Product Image
Upload an image to a product
Update Product
Update a product's title and add one or more images.
Get Shop Details
Get connected store details
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Frequently Asked Questions
To start, connect both your ShopBase and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in ShopBase triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how ShopBase 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 ShopBase 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 ShopBase 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 ShopBase
ShopBase is a comprehensive eCommerce platform designed to help businesses create and manage online stores with ease. It offers a range of tools for product management, order processing, and customer engagement, making it ideal for entrepreneurs and small to medium-sized businesses looking to establish a strong online presence.
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.
Learn More
