PandaDoc + Thinkific

PandaDoc + Thinkific integrations

Manage new Thinkific orders by creating or updating PandaDoc contacts

Easily manage your Thinkific course sales and PandaDoc contacts with this streamlined workflow. Whenever a new order is placed in Thinkific, the customer's information is sent to PandaDoc to create or update a contact. This automation saves you time and ensures your customer data stays up-to-date across both platforms.

When this happens...
New OrderTriggers when a new purchase has been made.
TriggerInstant
automatically do this!
Create or Update ContactCreate a new contact or update an existing one.
ActionWrite

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More things you can do with Thinkific and PandaDoc

Discover other triggers and actions you can use with Thinkific and PandaDoc

- Course Name
Trigger
Instant
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- Course Name
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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New User
Triggers when a new user is created.
Trigger
Instant
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- Products
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Expiry Date
- Password
- Company
Action
Write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Source
Trigger
Instant
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- Source
Trigger
Instant
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- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document ID
  Required
Action
Search

- Course
  Required
- Lesson
Trigger
Instant
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- Course Name
Trigger
Instant
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- Product Name
Trigger
Instant
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- Product Name
Trigger
Instant
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- Products
  Required
- Email
  Required
- Unenrollment Date
Action
Write
- Email
- Id
Action
Search
- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document ID
  Required
Action
Search

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 Thinkific

The all-in-one platform to create, market & sell your online courses. Deliver beautiful courses on your own site, with no technical or design experience required!

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Related categories

Online Courses

PandaDoc + Thinkific

PandaDoc + Thinkific

Manage new Thinkific orders by creating or updating PandaDoc contacts

More things you can do with Thinkific and PandaDoc

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