IntegrationsTime DoctorPandaDoc
Time Doctor + PandaDoc

Connect Time Doctor and PandaDoc to Build Intelligent Automations

Choose a Trigger

Time Doctor

When this happens...

Choose an Action

PandaDoc

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Status Changed

Document Status Changed

Triggers when the document status changes.

Document Deleted

Document Deleted

Triggers when a document is deleted

Template Created

Template Created

Triggers when a template is created

Template Deleted

Template Deleted

Triggers when a template us deleted

Document Created

Document Created

Triggers when a document is Created.

Content Library Item 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 Time Doctor integrations.

Create Company

Create Company

This action creates a new company.

Create Project

Create Project

Create a new project.

Create Task

Create Task

This action creates a new task.

Find Document

Find Document

Find a document by name, status, and other parameters.

Get Document by ID

Get Document by ID

Get detailed data about a document.

Create/Update Contact

Create/Update Contact

Create a new contact or update an existing contact in PandaDoc.

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Frequently Asked Questions

How do I start an integration between Time Doctor and PandaDoc?

To start, connect both your Time Doctor and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Time Doctor triggers actions in PandaDoc (or vice versa).

Can we customize how data from Time Doctor is recorded in PandaDoc?

Absolutely. You can customize how Time Doctor 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.

How often does the data sync between Time Doctor and PandaDoc?

The data sync between Time Doctor and PandaDoc typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Time Doctor to PandaDoc?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Time Doctor and PandaDoc?

Yes, you can set conditional logic to control the flow of data between Time Doctor 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.

Time Doctor

About Time Doctor

Time Doctor is a comprehensive time tracking and productivity management tool designed to help businesses and individuals monitor and optimize their work hours. It provides detailed insights into how time is spent, enabling users to improve efficiency and productivity.

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PandaDoc

About 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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