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PandaDoc + Zendesk

Add comments to Zendesk tickets when new PandaDoc documents are paid

Effortlessly keep track of paid PandaDoc documents in Zendesk with this efficient workflow. Once a document gets marked as paid in PandaDoc, a comment will be instantly added to the corresponding Zendesk ticket, ensuring your support team stays informed and can provide accurate updates to clients. Streamline your document processing and enhance customer satisfaction with this seamless automation.

Effortlessly keep track of paid PandaDoc documents in Zendesk with this efficient workflow. Once a document gets marked as paid in PandaDoc, a comment will be instantly added to the corresponding Zendesk ticket, ensuring your support team stays informed and can provide accurate updates to clients. Streamline your document processing and enhance customer satisfaction with this seamless automation.

  1. When this happens...
    PandaDocPandaDoc
    Document Paid

    Triggers when a document is paid.

    TriggerInstant
  2. automatically do this!
    ZendeskZendesk
    Add Comment to Ticket

    Add a Comment to an existing Ticket.

    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
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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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zendesk logo
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About Zendesk

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

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