PandaDoc + Google Drive + Help Scout Integrations
How to connect PandaDoc + Google Drive + Help Scout
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Do even more with PandaDoc + Google Drive + Help Scout
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with PandaDoc, Google Drive, and Help Scout. And don’t forget that you can add more apps and actions to create complex workflows.
Document CompletedTriggers when a document is completed.Trigger- Document Status ChangedTriggers when a document status changes to draft, sent, viewed, completed, paid, etc.Trigger
- Document PaidTriggers when a document is paid.Trigger
- Document SentTriggers when a document is sent.Trigger
- Create AttachmentCreate an attachment for a document.Action
- Create Contact [Deprecated]Create a new contact in PandaDoc.Action
- Create DocumentCreate a document from a template.Action
- Create or Update ContactCreate a new contact or update an existing one.Action
- PandaDoc
Find a document by name, status, and other parameters.
Scheduled
Action
- PandaDoc
Get files attached to a document.
Scheduled
Action
- PandaDoc
Get detailed data about a document.
Scheduled
Action
- Google Drive
Triggers when any new file is added (inside of any folder).
Scheduled
Trigger
- Google Drive
Triggers when a new file is added directly to a specific folder (but not its subfolders).
Scheduled
Trigger
- Google Drive
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
Scheduled
Trigger
- Google Drive
Triggers when a file is updated in a specific folder (but not its subfolders).
Scheduled
Trigger
- Google Drive
Create a copy of the specified file.
Scheduled
Action
- Google Drive
Copies an existing file from another service to Google Drive.
Scheduled
Action
- Google Drive
Create a new, empty folder.
Scheduled
Action
- Google Drive
Move a file from one folder to another.
Scheduled
Action
- Google Drive
Create a new file from plain text.
Scheduled
Action
- Google Drive
Upload a file to Drive, that replaces an existing file.
Scheduled
Action
- Google Drive
Adds a sharing scope to the sharing preference of a file. Does not remove existing sharing settings. Provides a sharing URL.
Scheduled
Action
- Google Drive
Create a shortcut to a file.
Scheduled
Action
- Google Drive
Search for a specific file by name.
Scheduled
Action
- Google Drive
Search for a specific folder by name.
Scheduled
Action
- Google Drive
Finds or creates a specific file v2.
Scheduled
Action
- Google Drive
Finds or creates a specific folder v2.
Scheduled
Action
- Help Scout
Triggers when a conversation is assigned to agent.
Instant
Trigger
- Help Scout
Triggers when a new conversation is created.
Instant
Trigger
- Help Scout
Triggers when a new customer is added.
Scheduled
Trigger
- Help Scout
Triggers when conversation tags are updated.
Instant
Trigger
- Help Scout
Adds a note to existing conversation.
Scheduled
Action
- Help Scout
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
Scheduled
Action
- Help Scout
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Scheduled
Action
- Help Scout
Replies to a conversation. Please note that this will send actual email to the customer unless
Scheduled
Action
- Help Scout
Updates a customer's properties.
Scheduled
Action
- Help Scout
Find existing conversation using the supplied values. In case there are more conversations matching the criteria, the most recently updated one is selected.
Scheduled
Action
- Help Scout
Finds customer by email.
Scheduled
Action
- Help Scout
Find mailbox by name.
Scheduled
Action
- Help Scout
Finds user by email.
Scheduled
Action
- Help Scout
Get a user's support metrics over a given time range.
Scheduled
Action
- Help Scout
Get a user's support metrics for the current day.
Scheduled
Action
- Help Scout
Get a user's support metrics for the current week.
Scheduled
Action
- Help Scout
Find or Create Conversation
Scheduled
Action
- Help Scout
Find or Create Customer
Scheduled
Action
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How PandaDoc + Google Drive + Help Scout Integrations Work
- Step 1: Authenticate PandaDoc, Google Drive, and Help Scout.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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