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PandaDoc + Skool

Invite members in Skool when documents are completed in PandaDoc

Ensure your team is always in the loop with this seamless automation. When you finalize a document in PandaDoc, it prompts an invitation in the Skool app. This workflow helps streamline your processes, making member invitation for completed documents more efficient and error-free.

Ensure your team is always in the loop with this seamless automation. When you finalize a document in PandaDoc, it prompts an invitation in the Skool app. This workflow helps streamline your processes, making member invitation for completed documents more efficient and error-free.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    SkoolSkool
    Invite Member

    Invites a Member to your group

    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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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

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About Skool

Skool is a simple to use community platform that allows you to put your community, course, and event schedule together in one place.

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