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PandaDoc + Reply

Add contacts from new paid documents in PandaDoc to Reply and push to campaigns

Reach out to your leads from the paid document automatically! When a contact pays a document in PandaDoc, the integration creates or updates a person in Reply and pushes to campaign so you can proceed communication.

Reach out to your leads from the paid document automatically! When a contact pays a document in PandaDoc, the integration creates or updates a person in Reply and pushes to campaign so you can proceed communication.

  1. When this happens...
    PandaDocPandaDoc
    Document Paid

    Triggers when a document is paid.

    TriggerInstant
  2. automatically do this!
    ReplyReply
    Create\Update Person and Push to Campaign

    Create/Update a person and push it to campaign.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write
pandadoc logo
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 moreHelp

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reply logo

About Reply

Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.

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