Connect Thankster and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Thankster
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 Thankster 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 Thankster integrations.
Find or Create User
Find or Create User By Email
Create Card Project
Creates a New Card
Apply Image
Apply Your Image in your Template
Order Project
Order Your Project
Create Quick Project
Create and send a Thankster card project using a selected template, sender and recipient details, and optional custom text and images.
Find Document
Find a document by name, status, and other parameters.
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Frequently Asked Questions
To start, connect both your Thankster and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Thankster triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Thankster 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 Thankster 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 Thankster 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 Thankster
Thankster is an online platform that allows users to create and send personalized thank you cards and notes. It offers a variety of templates and customization options to help users express gratitude in a meaningful way. The service is ideal for both personal and business use, making it easy to maintain relationships and show appreciation.
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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