Overloop + PandaDoc Integrations

How to connect Overloop + PandaDoc

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Supported triggers and actions

What does this mean?

Contact Created
Triggers when a new contact is created.
Trigger
Scheduled
Contact Replied
Triggers when a contact has replied for the first time.
Trigger
Scheduled
Deal Created
Triggers when a new deal is created.
Trigger
Scheduled
Deal Lost
Triggers when a new deal is lost.
Trigger
Scheduled
Deal Won
Triggers when a new deal is won.
Trigger
Scheduled
New Exclusion List Item
Triggers when a new exclusion list item is created.
Trigger
Scheduled
Campaign Created
Triggers when a new campaign is created.
Trigger
Scheduled
List Created
Triggers when a new list is created.
Trigger
Scheduled
Overloop
Triggers when a new pipeline is created.
Scheduled
Trigger
Overloop
Triggers when a new stage is created.
Scheduled
Trigger
Overloop
Triggers when a new user is created.
Scheduled
Trigger
Overloop
Triggers when a new worklow is created.
Scheduled
Trigger
Overloop
Triggers when a new organization is created.
Scheduled
Trigger
Overloop
Add a contact to a campaign.
Scheduled
Action
Overloop
Create a contact.
Scheduled
Action
Overloop
Create a deal.
Scheduled
Action
Overloop
Create an organization.
Scheduled
Action
Overloop
Enroll a contact in a workflow.
Scheduled
Action
Overloop
Enroll a deal in a workflow.
Scheduled
Action
Overloop
Enroll an organization in a workflow.
Scheduled
Action
Overloop
Add a contact to the exclusion list.
Scheduled
Action
Overloop
Mark deal as lost.
Scheduled
Action
Overloop
Mark deal as won.
Scheduled
Action
Overloop
Move a deal.
Scheduled
Action
Overloop
Search an email.
Scheduled
Action
Overloop
Update a contact.
Scheduled
Action
Overloop
Update a deal.
Scheduled
Action
Overloop
Update an organization.
Scheduled
Action
Overloop
Search for a specific contact
Scheduled
Action
Overloop
Search for a specific deal
Scheduled
Action
Overloop
Search for a specific organization
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 Overloop + PandaDoc Integrations Work

Step 1: Authenticate Overloop 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 Overloop + PandaDoc

About Overloop

Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.

Learn more

Related categories

CRM (Customer Relationship Management)

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