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  • PracticePanther Legal Software logoPracticePanther Legal Software logo

PandaDoc + PracticePanther Legal Software Integrations

How to connect PandaDoc + PracticePanther Legal Software

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  • PandaDoc triggers, actions, and search
    Document Completed
    Triggers when a document is completed.
    Trigger
    Instant
  • PandaDoc triggers, actions, and search
    Document Status Changed
    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
    Trigger
    Instant
  • PandaDoc triggers, actions, and search
    Document Paid
    Triggers when a document is paid.
    Trigger
    Instant
  • PandaDoc triggers, actions, and search
    Document Sent
    Triggers when a document is sent.
    Trigger
    Instant
  • PandaDoc triggers, actions, and search
    Create Attachment
    Creates an attachment for document.
    Action
    Write
  • PandaDoc triggers, actions, and search
    Create Contact [Deprecated]
    Create a new contact in PandaDoc
    Action
    Write
  • PandaDoc triggers, actions, and search
    Create Document
    Creates a document from a template.
    Action
    Write
  • PandaDoc triggers, actions, and search
    Create or Update Contact
    Create a new contact or update an existing contact by email
    Action
    Write
  • PandaDoc

    Finds a Document

    Scheduled

    Action

  • PandaDoc

    Gets a list of document attachments.

    Scheduled

    Action

  • PandaDoc

    Gets a Document by ID

    Scheduled

    Action

  • PracticePanther Legal Software

    Triggers when a new contact is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Get Bank Accounts.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new call log is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new email is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new event is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new expense is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new expense category is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new invoice is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new item is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new matter is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new note is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new payment is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    New Relationship.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new task is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new time entry is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new user is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Creates a contact.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a bank account.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a call log.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates an email.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates an event.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates an expense.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates an expense category.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates an item.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a matter.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a note.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a task.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a time entry.

    Scheduled

    Action

  • PracticePanther Legal Software

    Searches for a contact by email address, name, contact number or phone number, and can create one if not found.

    Scheduled

    Action

  • PracticePanther Legal Software

    Searches for a matter by name or number, or create one if not found.

    Scheduled

    Action

  • PracticePanther Legal Software

    Searches for a user by email address.

    Scheduled

    Action

  • PracticePanther Legal Software

    Find or Create Contact

    Scheduled

    Action

  • PracticePanther Legal Software

    Find or Create Matter

    Scheduled

    Action

How PandaDoc + PracticePanther Legal Software Integrations Work

  1. Step 1: Authenticate PandaDoc and PracticePanther Legal Software.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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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.
Learn more

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practicepanther-legal-software logo

About PracticePanther Legal Software

PracticePanther is a practice management software used by numerous legal practitioners worldwide to automate their firms.
Learn more

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