PandaDoc + Reply

PandaDoc + Reply integrations

Add contacts from sent documents in PandaDoc to Reply and push to campaigns

Reach out to your leads when the document is sent out automatically! Once a document is sent in PandaDoc, the integration creates or updates a person in Reply and pushes to campaign - Reply automates personal outreach to make sure the document won't be lost.

When this happens...
Document SentTriggers when a document is sent.
TriggerInstant
automatically do this!
$Create\Update Person and Push to Campaign$
$Create\Update Person and Push to Campaign$
Create\Update Person and Push to CampaignCreate/Update a person and push it to campaign.
ActionWrite

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More things you can do with PandaDoc and Reply

Discover other triggers and actions you can use with PandaDoc and Reply

- Source
Trigger
Instant
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- Source
Trigger
Instant
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- 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
Inbox Category Set for Reply
Triggers when reply marked with a new inbox category.
Trigger
Instant
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New Link Clicked
Triggers when a person clicks your link in email.
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Instant
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New Email Opened
Triggers when a person opens your email.
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Instant
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New Email Replied
Triggers when a person replied.
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Instant
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Add or Update Contact
Triggers when new contacts are created manually or existing contacts are updated manually.
Trigger
Instant
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- Campaign ID
  Required
- Force Push
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Title
- Phone
- City
- State
- Country
- Timezone
- LinkedIn
Action
Write
- Person email
  Required
Action
Write
- Sequence Id
  Required
- Contact Email
  Required
- Contact Id
- First Name
- Last Name
- Company
- Phone
- City
- State
- Country
- Title
- LinkedIn
- Sales Navigator
- Time Zone
Action
Write

- 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
New Person Bounce
Triggers when an email address bounce (soft & hard).
Trigger
Instant
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New Emails Sent
Triggers when new email sent (first step or follow-up).
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Instant
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New Person Opt Out
Triggers when a person clicks opt out link.
Trigger
Instant
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Prospect Finished
Triggers when a prospect finishes in terms of campaign.
Trigger
Instant
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Zapier Step Launched
Triggers when a Sequence's Zapier step is launched
Trigger
Instant
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- Email
  Required
- First Name
  Required
- Last Name
- Company
- Title
- Phone
- City
- State
- Country
- Timezone
- LinkedIn
Action
Write
- Person Email
  Required
Action
Write
- Email
  Required
- Campaign Id
  Required
Action
Write

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 moreLearn moreHelpHelp

Related categories

Documents

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About Reply

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

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

PandaDoc + Reply

PandaDoc + Reply

Add contacts from sent documents in PandaDoc to Reply and push to campaigns

More things you can do with PandaDoc and Reply

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