Connect Vapi and PandaDoc to Build Intelligent Automations
Choose a Trigger
When this happens...
New Assistant
New Tool
New Phone Number
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 Vapi and PandaDoc automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Assistant
Triggered when a new assistant is created in Vapi.
New Tool
Triggered when a new tool is created in Vapi.
New Phone Number
Triggered when a new phone number is created in Vapi.
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 Vapi integrations.
Create Assistant
Create an Assistant.
Create Tool
Create a tool.
Create Phone Number
Create a phone number.
Get Phone Number
Get a specific phone number details by its id.
Get Tool
Get a specific tool details by its id.
Get Assistant
Get a specific assistant details by its id.
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Frequently Asked Questions
To start, connect both your Vapi and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Vapi triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Vapi 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 Vapi 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 Vapi 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 Vapi
Vapi is an advanced AI platform designed to enhance and streamline various business processes through intelligent automation and machine learning capabilities. It offers tools and solutions that cater to a wide range of industries, enabling businesses to leverage artificial intelligence for improved efficiency and decision-making.
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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