Connect Smartlead AI and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Unsubscribed
Lead Category Updated
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 Smartlead AI and PandaDoc automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Unsubscribed
Triggers when a lead is unsubscribed
Lead Category Updated
Triggers when a lead category is updated
Document Status Changed
Triggers when the document status changes.
Document Deleted
Triggers when a document is deleted
Template Created
Triggers when a template is created
Template Deleted
Triggers when a template us deleted
Do thisActions
Action is the task that follows automatically within your Smartlead AI integrations.
List all Campaigns
This endpoint fetches all the campaigns in your account
Create Campaign
This endpoint creates a new campaign
Get Campaign By Id
This endpoint fetches a campaign based on its ID
Delete Campaign By Id
This endpoint deletes a campaign based on its ID
List all leads by Campaign ID
This endpoint fetches all the leads in a campaign using the campaign’s ID
Fetch Lead Categories
This endpoint fetches all your categories
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Frequently Asked Questions
To start, connect both your Smartlead AI and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Smartlead AI triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Smartlead AI 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 Smartlead AI 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 Smartlead AI 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 Smartlead AI
Smartlead AI is a cutting-edge platform designed to revolutionize lead generation and management using artificial intelligence. It offers advanced tools to automate and optimize the process of acquiring and nurturing leads, making it an essential tool for businesses looking to enhance their marketing and sales strategies.
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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