
When this happens...

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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 Sigma Computing integrations.
Retrieve all Sigma account types with their IDs, names, and descriptions.
Creates a new team in Sigma Computing. Optionally add a description, invite members, create a team folder, and set visibility (public or private).
Create a new workbook and save it in the selected folder with an optional owner and description.
Retrieve all datasets available in your Sigma Computing account.
Retrieve all configured data connections (id, name, and type).
Create a new workspace, folder, or workbook in your Sigma account.

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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 Sigma Computing and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Sigma Computing triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Sigma Computing 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 Sigma Computing 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 Sigma Computing 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.
Sigma Computing offers a powerful cloud-based analytics platform designed to empower teams with data-driven insights. It enables users to explore, analyze, and visualize data without the need for complex coding, making it accessible for everyone in the organization.
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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