Manychat + PandaDoc

Manychat + PandaDoc integrations

Create PandaDoc documents from new or updated Manychat custom fields

Simplify your document creation process with this time-saving workflow. Whenever there's a new or updated custom field in Manychat, a new document is created in PandaDoc. This ensures your documents are always up-to-date with the latest information and keeps your business running smoothly and efficiently.

When this happens...
New or Updated Custom FieldTriggers when you add/update a selected custom field on a user.
TriggerInstant
automatically do this!
Create DocumentCreate a document from a template.
ActionWrite

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More things you can do with Manychat and PandaDoc

Discover other triggers and actions you can use with Manychat and PandaDoc

Chat Opened
Triggers when a chat is opened with a user.
Trigger
Instant
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New Order Paid
Triggers when a user has purchased an order.
Trigger
Instant
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- Custom Field
  Required
Trigger
Instant
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- User
  Required
- Tag
  Required
Action
Write
- User
  Required
- Tag
  Required
Action
Write

- User
  Required
- Content
  Required
Action
Write
- User
  Required
- Custom Field
  Required
- Value
  Required
Action
Write

- User
  Required
- Sequence
  Required
Action
Write
- Custom Field
  Required
Action
Search
- Name
  Required
Action
Search
- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document ID
  Required
Action
Search

- Event
  Required
Trigger
Instant
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New Subscriber
Triggers when a user subscribes to your page.
Trigger
Instant
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- Tag
  Required
Trigger
Instant
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- First Name
- Last Name
- Phone
- WhatsApp Phone
- Email
- Gender
- Has_opt_in_sms
- Has_opt_in_email
- Consent_phrase
Action
Write
- User
  Required
- Message tag
- Json dynamic message
  Required
Action
Write
- User
  Required
- Message tag
- Message text
  Required
Action
Write
- User
  Required
- Sequence
  Required
Action
Write
- Order ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
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- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document ID
  Required
Action
Search

About Manychat

Manychat is an all-in-one Messenger Marketing platform. Create your Facebook Messenger bot for marketing, sales and support with our simple drag'n'drop builder. Effectively promote with built-in tools for growing audience. Start today – it's easy and free.

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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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