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Heyflow + PandaDoc

Create new PandaDoc documents from new Heyflow responses

Turn responses into action with this intuitive workflow. The moment you receive a new response in the Heyflow app, a document will be instantly created in PandaDoc app. Not only does this streamline your process, but it also saves you time and effort, enabling you to focus on crafting perfect documents out of the responses you receive.

Turn responses into action with this intuitive workflow. The moment you receive a new response in the Heyflow app, a document will be instantly created in PandaDoc app. Not only does this streamline your process, but it also saves you time and effort, enabling you to focus on crafting perfect documents out of the responses you receive.

  1. When this happens...
    HeyflowHeyflow
    New Response

    Triggers when a new response is created.

    TriggerInstant
  2. automatically do this!
    PandaDocPandaDoc
    Create Document

    Create a document from a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Heyflow IDRequired

    Trigger
    Instant
    Try It
    • 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
    • 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
heyflow logo
heyflow logo

About Heyflow

Heyflow is a no-code app to build, design, and integrate workflows people love engaging with.
Learn moreHelp

Related categories

  • Website & App Building
pandadoc logo
pandadoc logo

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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