Enable Integrations or automations with these events of voiso and PandaDoc
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.
Find a document by name, status, and other parameters.
Get detailed data about a document.
Create a new contact or update an existing contact in PandaDoc.
Create a document from a template.
Get files attached to a document.
Create an attachment for 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 voiso and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in voiso triggers actions in PandaDoc (or vice versa).
Absolutely. You can customize how voiso 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 voiso 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 voiso 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.
Voiso is a cloud-based contact center software that helps your sales and customer service teams connect easily with customers
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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