Microsoft Teams + PandaDoc Integrations
How to connect Microsoft Teams + PandaDoc
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New ChannelTriggers when a new channel is created within a team.Trigger- New Channel MentionTriggers when a member or highlight word is mentioned in a channel. Requires installation of theTrigger
- New Chat MessageTriggers when a new message is received in a chat.Trigger
- New ChatTriggers when a new chat is created.Trigger
- New Team MemberTriggers when a new member is added to a team. Requires installation of theTrigger
- New Channel MessageTriggers when a new message is posted in a channel. Requires installation of theTrigger
- Create ChannelCreates a new channel within a team. Requires installation of theAction
- Send Channel MessageSends a message to a channel. Requires installation of theAction
- Microsoft Teams
Sends a message in an existing chat.
Scheduled
Action
- PandaDoc
Triggers when a document is completed.
Instant
Trigger
- PandaDoc
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
Instant
Trigger
- PandaDoc
Triggers when a document is paid.
Instant
Trigger
- PandaDoc
Triggers when a document is sent.
Instant
Trigger
- PandaDoc
Creates an attachment for document.
Scheduled
Action
- PandaDoc
Create a new contact in PandaDoc
Scheduled
Action
- PandaDoc
Creates a document from a template.
Scheduled
Action
- PandaDoc
Create a new contact or update an existing contact by email
Scheduled
Action
- PandaDoc
Finds a Document
Scheduled
Action
- PandaDoc
Gets a list of document attachments.
Scheduled
Action
- PandaDoc
Gets a Document by ID
Scheduled
Action
How Microsoft Teams + PandaDoc Integrations Work
- Step 1: Authenticate Microsoft Teams 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.
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