GoTo Meeting + PandaDoc Integrations

How to connect GoTo Meeting + PandaDoc

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Supported triggers and actions

What does this mean?

New Meeting
Triggers when a new meeting is created in your account.
Trigger
Scheduled
Create Meeting
Creates a scheduled meeting in your account.
Action
Write
Document Completed
Triggers when a document is completed.
Trigger
Instant
Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
Trigger
Instant
Document Paid
Triggers when a document is paid.
Trigger
Instant

Document Sent
Triggers when a document is sent.
Trigger
Instant
Create Attachment
Create an attachment for a document.
Action
Write

Create Contact [Deprecated]
Create a new contact in PandaDoc.
Action
Write

PandaDoc
Create a document from a template.
Scheduled
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 GoTo Meeting + PandaDoc Integrations Work

Step 1: Authenticate GoTo Meeting 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.

Connect apps

Connect GoTo Meeting + PandaDoc

About GoTo Meeting

GoTo Meeting by LogMeIn is a world-class video conference software that makes it easier than ever to do business effectively even if you aren't in the same room.

Related categories

Video Conferencing

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