How to connect 10to8 Online Booking + PandaDoc
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- New Appointment Is BookedTriggers when a new appointment (with a customer) is scheduled – either when you book it yourself in your 10to8 diary, or when a customer requests the booking on your booking page.Trigger
- New CancellationTriggers when an appointment has been cancelled - either when the customer has requested it and you've accepted, or you have cancelled it outright.Trigger
- Time Before/After AppointmentTriggers a certain time before or after an appointment with a customer starts. .Trigger
- New CustomerTriggers when a new customer is added on your organisation – either when you add the record on your diary, or when the customer requests a booking with you online.Trigger
- New Message Sent by 10to8Triggers when an automated or a personal message is sent by the business to a customer by SMS or Email.Trigger
- Add Blocked Off TimeBlock off a new range of time in your diary.Action
- Create New CustomerCreates a new Customer in 10to8.Action
- Document CompletedTriggers when a document is completed.Trigger
- PandaDoc
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
Instant
Trigger
- PandaDoc
Triggers when a document is paid.
Instant
Trigger
- PandaDoc
Triggers when a document is sent.
Instant
Trigger
- PandaDoc
Creates an attachment for document.
Scheduled
Action
- PandaDoc
Create a new contact in PandaDoc
Scheduled
Action
- PandaDoc
Creates a document from a template.
Scheduled
Action
- PandaDoc
Create a new contact or update an existing contact by email
Scheduled
Action
- PandaDoc
Finds a Document
Scheduled
Action
- PandaDoc
Gets a list of document attachments.
Scheduled
Action
- PandaDoc
Gets a Document by ID
Scheduled
Action
How 10to8 Online Booking + PandaDoc Integrations Work
- Step 1: Authenticate 10to8 Online Booking and PandaDoc.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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