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PandaDoc + Skool

Invite new members in Skool when document status changes in PandaDoc

Stay on top of your document status updates in PandaDoc and boost your team collaboration within Skool. Whenever a document changes status in PandaDoc, this workflow will invite a member in Skool to view the changes—helping you streamline communication and improve project efficiency. No need for manual tracking, this integration takes care of it all.

Stay on top of your document status updates in PandaDoc and boost your team collaboration within Skool. Whenever a document changes status in PandaDoc, this workflow will invite a member in Skool to view the changes—helping you streamline communication and improve project efficiency. No need for manual tracking, this integration takes care of it all.

  1. When this happens...
    PandaDocPandaDoc
    Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

    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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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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  • 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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