Connect Slack and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message on a Channel
New User Joined or Updated in Your Org
New message Posted
New Message Reaction
New Message in a Thread
New member join/leave or updated in channel
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 Slack and PandaDoc automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message on a Channel
Triggers when new message was sent in a channel
New User Joined or Updated in Your Org
Triggers when a new user join workspace.
New message Posted
Triggers when a new message is posted on any slack channel.
New Message Reaction
Triggers when a new messages on channels is posted and reaction added to that.
New Message in a Thread
Triggers when new message recieved in a thread.
New member join/leave or updated in channel
New member join/leave or profile updated in channel
Do thisActions
Action is the task that follows automatically within your Slack integrations.
Send Message
Send a message on a channel.
Set Status
Set your Slack status to the given text and emoji.
Send Interactive messages
This action is built for human intervention purpose to get user input for running flow. although the functionality is also workingh in send message action
Send Block/buttons/Intractive message using AI
Send Block, buttons, or slack form using AI
View_open BlockKit Modal using JSON
Open Model as a response or any BlockKit action
Chat_update slack block or message using messageTs
Update your open or any other chat message using messageTs
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Step by step guides to integrate Slack and PandaDoc
Frequently Asked Questions
To start, connect both your Slack and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Slack triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Slack 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 Slack 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 Slack 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 Slack
Slack is a team Communication Platform. Focused on chat, apps and working with bots.
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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