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PandaDoc + Zendesk

Create or update PandaDoc contacts for new Zendesk users

Effortlessly manage your Zendesk and PandaDoc contacts with this seamless workflow. Whenever a new user is added in Zendesk, their contact information will be updated or created in PandaDoc. This ensures your customer contact data remains up to date across both platforms, streamlining your sales and support processes.

Effortlessly manage your Zendesk and PandaDoc contacts with this seamless workflow. Whenever a new user is added in Zendesk, their contact information will be updated or created in PandaDoc. This ensures your customer contact data remains up to date across both platforms, streamlining your sales and support processes.

  1. When this happens...
    ZendeskZendesk
    New User

    Triggers when a new user is created.

    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

About Zendesk

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

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