Heartbeat + PandaDoc

Invite users in Heartbeat when documents are completed in PandaDoc

Streamline your document management process with this PandaDoc and Heartbeat integration. Whenever a document is finalized in PandaDoc, this workflow invites users in Heartbeat, reducing the need for manual updates and promoting timely communication within the team. Experience better coordination and efficient document handling with this seamless process.

When this happens...
Document Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
Invite Users
Send an email to new users, inviting them to join Heartbeat. If a pre-approved invitation link is selected, the email will be approved automatically.
ActionWrite

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Supported triggers and actions

- Source
Trigger
Instant
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- Source
Trigger
Instant
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- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Document IDRequired
Action
Search
- Invitation Link
- Groups
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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- GroupRequired
Trigger
Instant
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- Channel
- Trigger on Move?Required
Trigger
Instant
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- EmailsRequired
- GroupRequired
- Remove from sibling groups?Required
Action
Write
- Message (Plain Text)
- Message (Rich Text)
- Thread IDRequired
- Reply To
- User
Action
Write
- Message (Plain Text)
- Message (Rich Text)
- Receiving UserRequired
- Sending User
Action
Write
- NameRequired
- Description
- Members
- Parent Group
Action
Write
- GroupRequired
- EmailsRequired
Action
Write
- EmailRequired
Action
Search

- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- 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
- Course
Trigger
Instant
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- Event
- User TypeRequired
Trigger
Instant
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New or Updated User
Triggers when a new user joins your community or their information is updated.
Trigger
Instant
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New User
Triggers when a new user joins your community.
Trigger
Instant
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- NameRequired
- Description
- Channel CategoryRequired
- PrivateRequired
Action
Write
- EmailRequired
Action
Write
- NameRequired
- Description
- Start TimeRequired
- DurationRequired
- LocationRequired
- Invited Users
- Invited Groups
Action
Write
- EmailsRequired
- InvitationRequired
Action
Write
- Message (Plain Text)
- Message (Rich Text)
- ChannelRequired
- User
Action
Write

About Heartbeat

Heartbeat is a platform for online communities, where members can talk with each other, read content, and attend events all in the same place.

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

Related categories

Documents

Heartbeat + PandaDoc

Invite users in Heartbeat when documents are completed in PandaDoc

Document Completed

Document Paid

Create Attachment

Create Document

API Request (Beta)

Get Document Attachments

Abandoned Invitation Link

New Event

On Group Join

New Thread

Add to Group

Create Comment

Send Direct Message

Create Group

Remove From Group

Find User

Document Status Changed

Document Sent

Create Contact [Deprecated]

Create or Update Contact

Find Document

Get Document by ID

Course Completed

New Event RSVP

New or Updated User

New User

Create Channel

Deactivate User

Create Event

Invite Users

Create Thread

About Heartbeat

Related categories

About PandaDoc

Related categories

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