PandaDoc + REI Pebble

PandaDoc + REI Pebble integrations

"send new properties from REI Pebble to create or update contacts in PandaDoc"

Stay organized and efficient in your real estate business with this smooth workflow. When a property is sent through the REI Pebble app, this automation will immediately create or update contact information in your PandaDoc app. Not only does it help keep your client database in PandaDoc up-to-date with the latest property transactions from REI Pebble, but it also allows you to dedicate more time to serving your clientele instead of manually transferring data.

When this happens...
Property CreatedTriggers when a new property is created.
TriggerInstant
automatically do this!
Create or Update ContactCreate a new contact or update an existing one.
ActionWrite

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More things you can do with REI Pebble and PandaDoc

Discover other triggers and actions you can use with REI Pebble and PandaDoc

Contact Created
Triggers when a new contact is created.
Trigger
Instant
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Deal Created
Triggers when a new deal is created.
Trigger
Instant
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Deal Updated
Triggers when a deal is updated (title, status, value, or source).
Trigger
Instant
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Property Created
Triggers when a new property is created.
Trigger
Instant
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Property Purchased
Triggers when a property purchase is created.
Trigger
Instant
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Property Tagged
Triggers when a tag is added to a property.
Trigger
Instant
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- Name
  Required
- First Name
- Last Name
- Email Address
- Phone - Primary
- Phone - Secondary
- Contact Category
- Description
- Do Not Mail
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
Action
Write

- APN
  Required
- County ID
  Required
- Contact/Owner ID
  Required
- Legal Description
- Acreage
- Line 1
- Line 2
- City
- State
- Zip
- Square Feet
- Year Built
- Floors
- Bathrooms
- Bedrooms
- Longitude
- Latitude
- SRID
Action
Write
- Contact ID
  Required
- Name
- First Name
- Last Name
- Email Address
- Phone - Primary
- Phone - Secondary
- Contact Category
- Description
- Do Not Mail
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
Action
Write
- Property ID
  Required
- APN
- County ID
- Contact/Owner ID
- Legal Description
- Acreage
- Line 1
- Line 2
- City
- State
- Zip
- Square Feet
- Year Built
- Floors
- Bathrooms
- Bedrooms
- Longitude
- Latitude
- SRID
Action
Write
- Name / Email / Phone
Action
Search
- Title
- Board ID
- Stage ID
- Status
Action
Search
- Name
- Board ID
Action
Search
- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document ID
  Required
Action
Search

Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Deal Moved
Triggers when a deal is moved to a stage.
Trigger
Instant
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Document Created
Triggers when a new document is created.
Trigger
Instant
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Property Offer Created
Triggers when an offer is created for a property.
Trigger
Instant
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Property Sold
Triggers when a property sale is created.
Trigger
Instant
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Property Updated
Triggers when a property is updated.
Trigger
Instant
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- Title
  Required
- Board ID
  Required
- Stage ID
  Required
- Priority
- Contact IDs
- Property IDs
Action
Write
- Text
  Required
- Deal ID
  Required
Action
Write
- Deal ID
  Required
- Title
- Priority
- Stage ID
Action
Write
- Name
Action
Search
- Name
Action
Search
- ID
- County ID
- APN / Address
- Campaign Code
Action
Search
- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document ID
  Required
Action
Search

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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About REI Pebble

Streamline & simplify your land Investing with REI Pebble.

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CRM (Customer Relationship Management)

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