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PandaDoc + Thinkific

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.

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.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    ThinkificThinkific
    Enroll User

    Creates 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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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 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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