PandaDoc + SugarCRM + SendGrid Integrations

How to connect PandaDoc + SugarCRM + SendGrid

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Choose an Action

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Do even more with PandaDoc + SugarCRM + SendGrid

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with PandaDoc, SugarCRM, and SendGrid. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Source
Trigger
Instant
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- Source
Trigger
Instant
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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
- ModuleRequired
Trigger
Scheduled
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- ModuleRequired
Action
Write
- ModuleRequired
- Search Field #1Required
- Value for Search Field #1Required
- Search Field #2
- Value for Search Field #2
Action
Search
- ToRequired
- FromRequired
- From Name
- Reply To
- SubjectRequired
- Text
- HTML
Action
Write
Create or Update Contact
This action allows you to add or update a Contact in SendGrid. You can use this action to add the contact to the list.
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
- ModuleRequired
Trigger
Scheduled
Try It
- ModuleRequired
Action
Write
- ModuleRequired
- Search Field #1Required
- Value for Search Field #1Required
- Search Field #2
- Value for Search Field #2
Action
Search or write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find List by Name
This action searches for a specific list in SendGrid using the list name as an input and outputs the information of the list that matches the input name.
Action
Write

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How PandaDoc + SugarCRM + SendGrid Integrations Work

Step 1: Authenticate PandaDoc, SugarCRM, and SendGrid.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect PandaDoc + SugarCRM + SendGrid

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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