GoTo Connect + PandaDoc

"send sms in GoTo Connect when document status changes in PandaDoc"

Stay connected and efficient with this automated workflow. With this setup, whenever a document status changes in PandaDoc, an SMS gets immediately generated and sent through GoTo Connect. It’s a seamless way to maintain communication and ensure rapid response to document changes, enhancing your business productivity.

When this happens...
Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
TriggerInstant
automatically do this!
Send SMS
Action for sending an SMS message.
ActionWrite

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Supported triggers and actions

What does this mean?

- Source
Trigger
Instant
Try It
- 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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Document IDRequired
Action
Search
- Organization IdRequired
- Phone Number or ExtensionRequired
Trigger
Scheduled
Try It

- Organization IdRequired
- Phone Number or ExtensionRequired
Trigger
Scheduled
Try It
- Organization IdRequired
- Phone NumberRequired
Trigger
Scheduled
Try It
- Organization ID
- Owner NumberRequired
- Contact NumberRequired
- Message BodyRequired
Action
Write

- Source
- Document Status
Trigger
Instant
Try It
- Source
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
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search
- Organization IdRequired
- Phone Number or ExtensionRequired
Trigger
Scheduled
Try It
- Organization IdRequired
- Phone NumberRequired
Trigger
Scheduled
Try It
- Organization IdRequired
- ExtensionRequired
Trigger
Scheduled
Try It

About GoTo Connect

GoTo Connect is a fully integrated business communications solution, with calls, meetings and messaging unified on one platform.

Learn more

Related categories

Communication

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 Help

Related categories

Documents

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PRODUCTS

CAPABILITIES

By team

GoTo Connect + PandaDoc

"send sms in GoTo Connect when document status changes in PandaDoc"

Document Completed

Source

Document Paid

Source

Create Attachment

Attachment NameRequired

AttachmentRequired

Create Document

Document NameRequired

TemplateRequired

Send DocumentRequired

Message

Pricing Table Currency

Name

Description

Price

Quantity

Discount

Document Metadata

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Document Attachments

Document IDRequired

All Direction Call Ended

Organization IdRequired

Phone Number or ExtensionRequired

Outgoing Call Ended

Organization IdRequired

Phone Number or ExtensionRequired

SMS Sent

Organization IdRequired

Phone NumberRequired

Send SMS

Organization ID

Owner NumberRequired

Contact NumberRequired

Message BodyRequired

Document Status Changed

Source

Document Status

Document Sent

Source

Create Contact [Deprecated]

warning

EmailRequired

First name

Last name

Company

Phone

Title

Street Address

City

Postal Code

Country

State

Create or Update Contact

EmailRequired

First name

Last name

Company

Phone

Job Title

Street Address

City

Postal Code

Country

State

Find Document

Name