2Chat + PandaDoc

Send a whatsapp message via 2Chat when new documents are completed in PandaDoc

Streamline your document management and communication processes with this convenient workflow. When a document is finished in PandaDoc, a text message is instantly sent via 2Chat on WhatsApp. This automation helps you to inform relevant parties quickly, ensuring everyone stays up-to-date on document completion status, thus improving collaboration and efficiency.

When this happens...
Document Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
Send a WhatsApp Text Message
Send a text message to a WhatsApp-enabled phone number
ActionWrite

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Supported triggers and actions

- Source
Trigger
Instant
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- Source
Trigger
Instant
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- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Document IDRequired
Action
Search
- Virtual Number IDRequired
Trigger
Instant
Try It

- Virtual Number IDRequired
Trigger
Instant
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- From NumberRequired
Trigger
Instant
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- Connected NumberRequired
Trigger
Instant
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- Connected NumberRequired
- WhatsApp Group IDRequired
Trigger
Instant
Try It
- Connected NumberRequired
- WhatsApp Group IDRequired
Trigger
Instant
Try It
- Connected NumberRequired
- Time PeriodRequired
Trigger
Instant
Try It
- First NameRequired
- Last Name
- Profile Picture URL
- Phone Number
- Email Address
Action
Write
- Connected NumberRequired
- Product NameRequired
- Default Image URLRequired
- Product Description
- Product Price
- Product Currency
- Hide Product
- Product URL
- Custom Product ID
Action
Write
- Connected NumberRequired
- Product IDRequired
Action
Write
- Connected NumberRequired
- Product IDRequired
- Product Name
- Default Image URL
- Product Description
- Product Price
- Hide Product
- Product URL
- Custom Product ID
Action
Write
- Connected NumberRequired
- WhatsApp Group IDRequired
- Media Public URLRequired
- Caption
Action
Write
- From NumberRequired
- To NumberRequired
- Media Public URLRequired
- Caption
Action
Write
- Connected NumberRequired
- Image Public URLRequired
Action
Write
- Connected NumberRequired
- Target NumberRequired
Action
Search
- Connected NumberRequired
Action
Search

- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- 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
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search
- Virtual Number IDRequired
Trigger
Instant
Try It
- Connected NumberRequired
Trigger
Instant
Try It
- Connected NumberRequired
Trigger
Instant
Try It
- Connected NumberRequired
- WhatsApp Group IDRequired
Trigger
Instant
Try It
- Connected NumberRequired
- WhatsApp Group IDRequired
Trigger
Instant
Try It
- Connected NumberRequired
Trigger
Instant
Try It
- Connected NumberRequired
Trigger
Instant
Try It
- Connected NumberRequired
- Collection NameRequired
- Product IDs to AddRequired
Action
Write
- Connected NumberRequired
- Collection IDRequired
Action
Write
- Connected NumberRequired
- Collection IDRequired
- Product IDs to Add
- Product IDs to Remove
Action
Write
- From NumberRequired
- Phone Number to CheckRequired
Action
Write
- Connected NumberRequired
- WhatsApp Group IDRequired
- Text Message
Action
Write
- To NumberRequired
- From NumberRequired
- Text MessageRequired
Action
Write
- Connected NumberRequired
- WhatsApp StatusRequired
Action
Write
- Connected NumberRequired
- Target NumberRequired
Action
Search
- Connected NumberRequired
- WhatsApp Group IDRequired
Action
Search

About 2Chat

2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.

Related categories

eCommerce

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 more

Related categories

Documents

2Chat + PandaDoc

Send a whatsapp message via 2Chat when new documents are completed in PandaDoc

Document Completed

Document Paid

Create Attachment

Create Document

API Request (Beta)

Get Document Attachments

Incoming Call Completed

Call Status Update

New WhatsApp Message

WhatsApp Call Made

Participant Joined a WhatsApp Group

Participant Was Removed From a WhatsApp Group

New WhatsApp Conversation

Create Contact

Add WhatsApp Business Product

Delete WhatsApp Business Product

Edit WhatsApp Business Product

Send a WhatsApp Group Media Message

Send a WhatsApp Media Message

Set WhatsApp Profile Picture

Get WhatsApp Business Collections

Get WhatsApp Groups

Document Status Changed

Document Sent

Create Contact [Deprecated]

Create or Update Contact

Find Document

Get Document by ID

Outgoing Call Completed

WhatsApp Call Received

WhatsApp Audio Message Transcribed

WhatsApp Group Message Received

Participant Left a WhatsApp Group

WhatsApp Message Received

WhatsApp Order Received

Add WhatsApp Business Collection

Delete WhatsApp Business Collection

Edit WhatsApp Business Collection

Check if a Phone Number Has WhatsApp

Send a WhatsApp Group Text Message

Send a WhatsApp Text Message

Set WhatsApp Status

Get WhatsApp Business Products

Get WhatsApp Group Participants

About 2Chat

Related categories

About PandaDoc

Related categories

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