PandaDoc + Reply

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 Sent
Triggers when a document is sent.
TriggerInstant
automatically do this!
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
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- Source
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- 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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Document IDRequired
Action
Search
Inbox Category Set for Reply
Triggers when reply marked with a new inbox category.
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Instant
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New Link Clicked
Triggers when a person clicks your link in email.
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New Email Opened
Triggers when a person opens your email.
Trigger
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.
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Instant
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- Campaign IDRequired
- Force Push
- EmailRequired
- First NameRequired
- Last Name
- Company
- Title
- Phone
- City
- State
- Country
- Timezone
- LinkedIn
Action
Write
- Person emailRequired
Action
Write
- Sequence IdRequired
- Contact EmailRequired
- 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
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search
New Person Bounce
Triggers when an email address bounce (soft & hard).
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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.
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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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- EmailRequired
- First NameRequired
- Last Name
- Company
- Title
- Phone
- City
- State
- Country
- Timezone
- LinkedIn
Action
Write
- Person EmailRequired
Action
Write
- EmailRequired
- Campaign IdRequired
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 more Help

Related categories

Documents

Similar apps

Formstack Documents

Documents

Quip

Documents

DocSend

Ads & Conversion

About Reply

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

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

PandaDoc + Reply

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

Document Completed

Source

Document Paid

Source

Create Attachment

Attachment NameRequired

AttachmentRequired

Create Document

Document NameRequired

TemplateRequired

Send DocumentRequired

Message

Pricing Table Currency

Name

Description

Price

Quantity

Discount

Document Metadata

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Document Attachments

Document IDRequired

Inbox Category Set for Reply

New Link Clicked

New Email Opened

New Email Replied

Add or Update Contact

Create\Update Person and Push to Campaign

Campaign IDRequired

Force Push

EmailRequired

First NameRequired

Last Name

Company

Title

Phone

City

State

Country

Timezone

LinkedIn

Mark as Finished

Person emailRequired

Move to the Next Step

Sequence IdRequired

Contact EmailRequired

Contact Id

First Name

Last Name

Company

Phone

City

State

Country

Title

LinkedIn

Sales Navigator

Time Zone

Document Status Changed

Source

Document Status

Document Sent

Source

Create Contact [Deprecated]

warning

EmailRequired

First name

Last name