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EmailOctopus + PandaDoc

Update contacts in EmailOctopus when new documents are completed in PandaDoc

Ease your workflow and save time with this integration. When a document is completed in PandaDoc, it creates or updates a contact in EmailOctopus. This ensures that your contact list is always updated with recent document completions. Enhance your efficiency by combining these powerful tools into one seamless process.

Ease your workflow and save time with this integration. When a document is completed in PandaDoc, it creates or updates a contact in EmailOctopus. This ensures that your contact list is always updated with recent document completions. Enhance your efficiency by combining these powerful tools into one seamless process.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    EmailOctopusEmailOctopus
    Add/Update Contact

    Adds a new contact to a list, or optionally updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Source

    Trigger
    Instant
    Try It
    • 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
    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • 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
emailoctopus logo
emailoctopus logo

About EmailOctopus

A cheaper way to send your email marketing campaigns.
Learn moreHelp

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  • Email Newsletters

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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.

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