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AtlasKPI + PandaDoc Integrations

How to connect AtlasKPI + PandaDoc

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Supported triggers and actions

What does this mean?
  • AtlasKPI triggers, actions, and search
    Creates a New Row in AtlasKPI Sheets
    Creates a row in specified Atlas Sheet
    Action
    Write
  • PandaDoc triggers, actions, and search
    Document Completed
    Triggers when a document is completed.
    Trigger
    Instant
  • PandaDoc triggers, actions, and search
    Document Status Changed
    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
    Trigger
    Instant
  • PandaDoc triggers, actions, and search
    Document Paid
    Triggers when a document is paid.
    Trigger
    Instant
  • PandaDoc triggers, actions, and search
    Document Sent
    Triggers when a document is sent.
    Trigger
    Instant
  • PandaDoc triggers, actions, and search
    Create Attachment
    Creates an attachment for document.
    Action
    Write
  • PandaDoc triggers, actions, and search
    Create Contact
    Create a new contact in PandaDoc
    Action
    Write
  • PandaDoc triggers, actions, and search
    Create Document
    Creates a document from a template.
    Action
    Write
  • PandaDoc

    Finds a Document

    Scheduled

    Action

  • PandaDoc

    Gets a list of document attachments.

    Scheduled

    Action

  • PandaDoc

    Gets a Document by ID

    Scheduled

    Action

How AtlasKPI + PandaDoc Integrations Work

  1. Step 1: Authenticate AtlasKPI and PandaDoc.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
atlaskpi logo
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About AtlasKPI

AtlasKPI is a powerful dashboard that helps you take control of your aesthetic medical practice. Review all of your business reports from a single platform to boost conversion, revenues, and profits.

Related categories

  • Dashboards
pandadoc logo
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 more

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