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PandaDoc + Zendesk

Create PandaDoc documents from new Zendesk tickets for streamlined documentation

Effortlessly manage your customer support tickets and documentation with this Zendesk and PandaDoc automation. When a recent ticket is created in Zendesk, this workflow will generate a new document in PandaDoc, helping you keep track of all relevant information and streamline your support process. Stay organized and save time by consolidating your customer communication and documentation.

Effortlessly manage your customer support tickets and documentation with this Zendesk and PandaDoc automation. When a recent ticket is created in Zendesk, this workflow will generate a new document in PandaDoc, helping you keep track of all relevant information and streamline your support process. Stay organized and save time by consolidating your customer communication and documentation.

  1. When this happens...
    ZendeskZendesk
    Recent Ticket

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

    TriggerScheduled
  2. automatically do this!
    PandaDocPandaDoc
    Create Document

    Create a document from a template.

    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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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.
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  • Documents

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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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