Connect Uscreen and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
New Program
New Offer
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 Uscreen and PandaDoc automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when a new user is added to your storefront.
New Program
Trigger when new program video is uploaded.
New Offer
Triggers when a Offer is processed for subscriptions, bundles.
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 Uscreen integrations.
Create User
Creates a new user
Get a Offer
Get a Offer
Assign User Access
Assigns a bundle or subscription to a customer.
Get User Detail by Email
Get a Customer/User Detail by email
Get a Program
Get a Program
Update a User
Update a User
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Frequently Asked Questions
To start, connect both your Uscreen and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Uscreen triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Uscreen 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 Uscreen 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 Uscreen 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 Uscreen
Uscreen is a fully hosted video platform enabling you to sell and distribute your videos online.
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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