PandaDoc + Thinkific

PandaDoc + Thinkific integrations

Enroll users in Thinkific when new documents are completed in PandaDoc

With this workflow, whenever a document is completed in PandaDoc, it initiates an enroll user process in Thinkific. This enhances your efficiency by eliminating manual data transfer between the two platforms, saving you time to focus on more critical tasks. Maximize the productivity with this seamless, user-friendly automation designed to help streamline your course enrolment process.

When this happens...
Document CompletedTriggers when a document is completed.
TriggerInstant
automatically do this!
Enroll UserCreates or finds a user in your Thinkific site, and enrolls them in a course or bundle. Available on our Grow plan and above.
ActionWrite

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More things you can do with PandaDoc and Thinkific

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

- 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 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
- 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
- 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

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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Related categories

Documents

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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

Enroll users in Thinkific when new documents are completed in PandaDoc

More things you can do with PandaDoc and Thinkific

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