Desk

Desk + PandaDoc Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Desk and PandaDoc, with as many as 16 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Desk + PandaDoc and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Customer

Triggers when you add a new customer.

Create Customer

Create a new customer.

New Case

Triggers when you add a new case.

Create Case

Create a new case. Inside Desk, it will be treated like an "Email Case".

Document Sent

Triggers when a document is sent.

Create Contact

Create a new contact in PandaDoc

Document Completed

Triggers when a document is completed.

Create Document

Creates a document from a template.

Document Paid

Triggers when a document is paid.

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Become a Zapier Integration Partner

Desk is the new version of Assistly under the flagship Salesforce brand. Desk is an all-in-one customer service tool allowing you to keep track of your customers across multiple channels including email, Twitter, Facebook, phone, and chat. Desk also makes it really easy to create knowledge bases about your products and services so customers can support themselves.

Learn More

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.

See PandaDoc Integrations

Connect Desk + PandaDoc

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