Formsite + PandaDoc Integrations
How to connect Formsite + PandaDoc
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New Form ResultTriggers when a user submits a new form result.Trigger
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
- Create AttachmentCreate an attachment for a document.Action
- Create Contact [Deprecated]Create a new contact in PandaDoc.Action
- Create DocumentCreate a document from a template.Action
- PandaDoc
Create a new contact or update an existing one.
Scheduled
Action
- PandaDoc
Find a document by name, status, and other parameters.
Scheduled
Action
- PandaDoc
Get files attached to a document.
Scheduled
Action
- PandaDoc
Get detailed data about a document.
Scheduled
Action
How Formsite + PandaDoc Integrations Work
- Step 1: Authenticate Formsite 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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