Connect SMSFactor and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SMSFactor
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 SMSFactor and PandaDoc automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
Document Created
Triggers when a document is 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 SMSFactor integrations.
Send SMS
Send a text message to a recipient, with optional scheduling, sender name, message type, and custom SMS ID.
Retrieve Message History
Returns SMS messages sent or received between specified start and end dates. Optional filters include destination number, message content, type (incoming/outgoing), country, and status; supports sorting and pagination.
Create SMS List
Create a new SMS contact list and add one contact using the recipient's phone number.
Create SMS Template
Create a new reusable SMS template.
Create Account
Create a new SMSFactor account or sub-account using the provided email, password, and optional profile details.
Find Document
Find a document by name, status, and other parameters.
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Frequently Asked Questions
To start, connect both your SMSFactor and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in SMSFactor triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how SMSFactor 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 SMSFactor 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 SMSFactor 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 SMSFactor
SMSFactor is an online platform allowing you to send professional SMS to your clients/patients.
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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