IntegrationswaiverfilePandaDoc
waiverfile + PandaDoc

Connect waiverfile and PandaDoc to Build Intelligent Automations

Choose a Trigger

waiverfile

When this happens...

Choose an Action

PandaDoc

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Event

New Event

Triggers when a new event is created.

Update Event

Update Event

Triggers when changes to an event are saved.

Document Status Changed

Document Status Changed

Triggers when the document status changes.

Document Deleted

Document Deleted

Triggers when a document is deleted

Template Created

Template Created

Triggers when a template is created

Template Deleted

Template Deleted

Triggers when a template us deleted

Do thisActions

Action is the task that follows automatically within your waiverfile integrations.

Subscribe New Event

Subscribe New Event

Input field for the webhook target URL (targetUrl) used when subscribing to WaiverFile new event notifications.

Subscribe New Waiver

Subscribe New Waiver

Input field for the targetUrl query parameter (string URL).

Insert Event Category

Insert Event Category

Creates a new insert event category in WaiverFile.

Subscribe Edit Waiver

Subscribe Edit Waiver

Subscribe to receive notifications whenever a waiver is edited.

Subscribe Edit Event

Subscribe Edit Event

Subscribe to receive notifications whenever an event is edited.

Subscribe Edit Checkin

Subscribe Edit Checkin

Subscribe to receive notifications whenever a check-in is edited.

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Frequently Asked Questions

How do I start an integration between waiverfile and PandaDoc?

To start, connect both your waiverfile and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in waiverfile triggers actions in PandaDoc (or vice versa).

Can we customize how data from waiverfile is recorded in PandaDoc?

Absolutely. You can customize how waiverfile 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.

How often does the data sync between waiverfile and PandaDoc?

The data sync between waiverfile and PandaDoc typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from waiverfile to PandaDoc?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between waiverfile and PandaDoc?

Yes, you can set conditional logic to control the flow of data between waiverfile 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.

waiverfile

About waiverfile

WaiverFile lets your customers sign waivers from a computer, tablet or mobile device. From your website or at a kiosk, completing the forms is quick and easy.

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PandaDoc

About 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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