Full list

Supported Triggers & Actions

Everything you can automate between Wonderchat and PandaDoc.

When this happensTriggers

A trigger is an event that starts a workflow.

New Chat Log

New Chat Log

Runs when new chat logs are created within a selected time window.

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

Document Created

Document Created

Triggers when a document is Created.

Do thisActions

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

Ask Chatbot a Question

Ask Chatbot a Question

Send a question to a chosen chatbot and get its reply. Set context, context URL, up to 5 images, or chatlog ID.

Update Message Feedback

Update Message Feedback

Update the feedback status for an individual message (thumbs up or thumbs down).

Update Chat Feedback

Update Chat Feedback

Update the feedback status for an individual message (thumbs up or thumbs down).

Add Pages

Add Pages

Add site pages to a chatbot by specifying chatbot ID, URLs, and optional session cookie.

Export Chat Logs

Export Chat Logs

Export chat logs for a selected chatbot; include messages, set limit, date range, or cursor.

Add Chat Log Tags

Add Chat Log Tags

Add comma-separated tags to a selected chat log.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations PandaDoc
PandaDoc + Wonderchat
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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.

Learn more

Frequently Asked Questions

How do I connect Wonderchat and PandaDoc?

Sign up for a free viaSocket account, then authorize both your Wonderchat and PandaDoc accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Wonderchat and PandaDoc as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Wonderchat to PandaDoc?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach PandaDoc. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Wonderchat triggers actions in PandaDoc, and a separate workflow where PandaDoc triggers actions in Wonderchat. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Wonderchat and PandaDoc. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Wonderchat and PandaDoc integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.