
When this happens...

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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when the document status changes.
Triggers when a document is deleted
Triggers when a template is created
Triggers when a template us deleted
Triggers when a document is Created.
Triggers when new content library item is created in panadoc.
Action is the task that follows automatically within your Are.na integrations.
Gets channel metadata and content preview
Get Content of channel
Creates your new channel
Adds a text block to a channel
Find a document by name, status, and other parameters.
Get detailed data about a document.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Are.na and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Are.na triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how Are.na 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 Are.na 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 Are.na 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.
Are.na is a platform designed for creative collaboration and content curation. It allows users to organize and connect ideas, projects, and resources in a visual and flexible way. Ideal for artists, designers, educators, and anyone looking to explore and share knowledge, Are.na provides a space to build collections of links, images, and text, fostering a community of shared learning and inspiration.
Learn MorePandadoc 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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