How to connect ArtiBot.ai + PandaDoc
Zapier lets you send info between ArtiBot.ai and PandaDoc automatically—no code required.
When this happens...
Triggers when a document is completed.
automatically do this!
Create a new contact in PandaDoc
- New LeadTriggers when a new lead is captured within a conversation.TriggerInstant
- Document CompletedTriggers when a document is completed.TriggerInstant
- Document Status ChangedTriggers when a document status changes to draft, sent, viewed, completed, paid, etc.TriggerInstant
- Document PaidTriggers when a document is paid.TriggerInstant
- Document SentTriggers when a document is sent.TriggerInstant
- Create ContactCreate a new contact in PandaDocActionScheduled
- Create DocumentCreates a document from a template.ActionScheduled
- Step 1: Authenticate ArtiBot.ai + 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.