Connect Zakeke and PandaDoc to Build Intelligent Automations

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Zakeke

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PandaDoc

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Marketplace Order Item

New Marketplace Order Item

Triggers when a new a new order item is created for an order coming from a marketplace (such as Etsy) or from a manual order.

New Order Item

New Order Item

Triggers when a new customized order is received and print-ready files are generated.

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 Zakeke integrations.

Retrieve an order by ID

Retrieve an order by ID

Retrieve existing an order by ID.

Get an order by code

Get an order by code

Retrieve an order by code.

Retrieve a design by ID

Retrieve a design by ID

Retrieve relevant data about a design.

Retrieve print-ready file with a given file format

Retrieve print-ready file with a given file format

Retrieve print-ready file with a given file format.

Find Document

Find Document

Find a document by name, status, and other parameters.

Get Document by ID

Get Document by ID

Get detailed data about a document.

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Frequently Asked Questions

How do I start an integration between Zakeke and PandaDoc?

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

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

Absolutely. You can customize how Zakeke 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 Zakeke and PandaDoc?

The data sync between Zakeke 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 Zakeke 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 Zakeke and PandaDoc?

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

Zakeke

About Zakeke

Zakeke is a powerful platform that enables businesses to offer product customization and 3D visualization to their customers. It integrates seamlessly with e-commerce platforms, allowing users to personalize products in real-time, enhancing the shopping experience and boosting sales.

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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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