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PandaDoc + Zendesk

Create or update PandaDoc contacts from new Zendesk tickets

Easily manage customer information between Zendesk and PandaDoc with this workflow. Whenever a new ticket is created in Zendesk, this automation will create or update a contact in PandaDoc, ensuring your records are up to date. This helps streamline your support and document management processes and keeps your customer data organized.

Easily manage customer information between Zendesk and PandaDoc with this workflow. Whenever a new ticket is created in Zendesk, this automation will create or update a contact in PandaDoc, ensuring your records are up to date. This helps streamline your support and document management processes and keeps your customer data organized.

  1. When this happens...
    ZendeskZendesk
    New Ticket

    Triggers when a new ticket is added to a view.

    TriggerScheduled
  2. automatically do this!
    PandaDocPandaDoc
    Create or Update Contact

    Create a new contact or update an existing one.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zendesk triggers, actions, and search

    New Group

    Triggers when a new group is created.

    Trigger
    Scheduled
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    • Organization

    Trigger
    Scheduled
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    • ViewRequired

    Trigger
    Scheduled
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    • Tags

    Trigger
    Instant
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    • Ticket (Required for non-admins)

    Trigger
    Scheduled
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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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