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PandaDoc + SimpleTexting

Send a message in SimpleTexting when new documents are completed in PandaDoc

Easily keep your team in the loop when a document finishes processing in PandaDoc, by using this workflow. As soon as the document is completed in PandaDoc, a message will be promptly sent via SimpleTexting. It's an efficient way to streamline communication and ensure important document updates are instantly shared.

Easily keep your team in the loop when a document finishes processing in PandaDoc, by using this workflow. As soon as the document is completed in PandaDoc, a message will be promptly sent via SimpleTexting. It's an efficient way to streamline communication and ensure important document updates are instantly shared.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    SimpleTextingSimpleTexting
    Send a Message

    Sends either an MMS or SMS message to a contact.

    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
    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • 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
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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 SimpleTexting

SimpleTexting is a text messaging platform that helps you reach your customers using one of the most effective channels: their text inbox. Send promotions, alerts, polls or reminders to your entire list in a matter of seconds.

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