Connect Stape and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Singals Gateway
New Snapchat Gateway
New TikTok Gateways
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 Stape and PandaDoc automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Singals Gateway
Triggers when a new signal's gateway is created.
New Snapchat Gateway
Triggers when a new Snapchat Gateway is created.
New TikTok Gateways
Triggers when a new TikTok Gateway created.
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
Do thisActions
Action is the task that follows automatically within your Stape integrations.
Create Signals Gateways
Create a new Signals Gateways.
Create Snapchat Gateways
Create a new Snapchat CAPI Gateways.
Create TikTok Gateways
Create a new TikTok Gateway.
Find Document
Find a document by name, status, and other parameters.
Get Document by ID
Get detailed data about a document.
Create/Update Contact
Create a new contact or update an existing contact in PandaDoc.
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Frequently Asked Questions
To start, connect both your Stape and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Stape triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Stape 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 Stape 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 Stape 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 Stape
Stape is a platform designed to simplify server-side tagging and enhance data collection for businesses. It provides tools to manage and deploy server-side Google Tag Manager (GTM) containers, allowing for more accurate and efficient tracking of user interactions and conversions. Stape helps businesses optimize their analytics and marketing efforts by ensuring data accuracy and reducing client-side load times.
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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