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PandaDoc + Payfunnels

Create PandaDoc documents for successful Payfunnels payments

Streamline your document creation process with this workflow. As soon as a payment is successfully processed in Payfunnels, a document is instantly created in PandaDoc. This automated process not only saves time but also reduces manual errors, making your paper trails more efficient and accurate.

Streamline your document creation process with this workflow. As soon as a payment is successfully processed in Payfunnels, a document is instantly created in PandaDoc. This automated process not only saves time but also reduces manual errors, making your paper trails more efficient and accurate.

  1. When this happens...
    PayfunnelsPayfunnels
    Payment Successful

    Triggers when a payment succeeded.

    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?
  • Payfunnels triggers, actions, and search

    First Recurring Payment

    Triggers when the First payment of recurring subscription is successfully paid.

    Trigger
    Instant
    Try It
    • Source

    Trigger
    Instant
    Try It
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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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  • Documents

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payfunnels logo

About Payfunnels

Payfunnels is a payment processing platform accepting recurring and one-time online payments, and even setting up payment plans to expire after a certain number of payments.

Related categories