How to connect Code by Zapier + PandaDoc
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- Run JavascriptUse Javascript to kick off a workflow. You must return an array of objects.Trigger
- Run PythonUse Python to kick off a workflow. You must return an array of objects.Trigger
- Run JavascriptRun Javascript in response to data from trigger.Action
- Run PythonRun Python in response to data from trigger.Action
- Document CompletedTriggers when a document is completed.Trigger
- Document Status ChangedTriggers when a document status changes to draft, sent, viewed, completed, paid, etc.Trigger
- Document PaidTriggers when a document is paid.Trigger
- Document SentTriggers when a document is sent.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 Code by Zapier + PandaDoc Integrations Work
- Step 1: Authenticate Code by Zapier 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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