PandaDoc + Salesforce

Create PandaDoc api requests from new Salesforce outbound messages

Effortlessly streamline your sales communications by connecting Salesforce and PandaDoc in this seamless workflow. When a new outbound message is sent in Salesforce, this automation instantly creates an API request in PandaDoc. Keep your sales team organized and efficient by simplifying document generation and communication processes, allowing them to focus on closing deals.

Effortlessly streamline your sales communications by connecting Salesforce and PandaDoc in this seamless workflow. When a new outbound message is sent in Salesforce, this automation instantly creates an API request in PandaDoc. Keep your sales team organized and efficient by simplifying document generation and communication processes, allowing them to focus on closing deals.

  1. When this happens...
    SalesforceSalesforce
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    TriggerInstant
  2. automatically do this!
    PandaDocPandaDoc
    API Request (Beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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

Related categories

  • Documents

Similar apps

Formstack Documents integrationsFormstack Documents integrations

Formstack Documents

Documents
Quip integrationsQuip integrations

Quip

Documents
DocSend integrationsDocSend integrations

DocSend

Ads & Conversion
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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