Connect Timelink and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Client
New Service
New User
New Time Entry
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 Timelink and PandaDoc automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New Client
Triggers when a new client is created.
New Service
Triggers when a new service is created.
New User
Triggers when a new user is created.
New Time Entry
Triggers when a new time entry is created.
Document Status Changed
Triggers when the document status changes.
Do thisActions
Action is the task that follows automatically within your Timelink integrations.
List All Projects
Get all the projects.
List All Clients
Get all the clients.
Create Client
Create a new client.
Get Client
Get the details of a specific client.
Update Client
Update the details of client.
Delete Client
Delete a specific client.
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Frequently Asked Questions
To start, connect both your Timelink and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Timelink triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Timelink 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 Timelink 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 Timelink 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 Timelink
Timelink is a comprehensive time tracking and management tool designed to help individuals and teams efficiently manage their time and tasks. With features like time logging, project tracking, and detailed reporting, Timelink ensures that users can optimize their productivity and meet deadlines effectively.
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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