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PandaDoc + Zendesk

Create Zendesk tickets for new paid PandaDoc documents

Effortlessly streamline your billing and customer support processes with this PandaDoc to Zendesk automation. Whenever a document is marked as paid in PandaDoc, this workflow will create a new ticket in Zendesk, ensuring speedy and organized follow-up with your clients. Stay on top of your payments and support requests while enhancing your team's efficiency and customer satisfaction.

Effortlessly streamline your billing and customer support processes with this PandaDoc to Zendesk automation. Whenever a document is marked as paid in PandaDoc, this workflow will create a new ticket in Zendesk, ensuring speedy and organized follow-up with your clients. Stay on top of your payments and support requests while enhancing your team's efficiency and customer satisfaction.

  1. When this happens...
    PandaDocPandaDoc
    Document Paid

    Triggers when a document is paid.

    TriggerInstant
  2. automatically do this!
    ZendeskZendesk
    Create Ticket

    Triggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write
    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
pandadoc logo
pandadoc logo

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Learn moreHelp

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  • Documents

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zendesk logo
zendesk logo

About Zendesk

Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.

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