PandaDoc + Trustpilot

PandaDoc + Trustpilot integrations

Create Trustpilot invitations when PandaDoc documents get paid

Get your clients to share their experience immediately after a successful transaction with this efficient workflow. When a document in PandaDoc is marked as paid, it triggers an invitation from Trustpilot, inviting your clients to leave a review. This seamless process not only helps in getting timely reviews but also strengthens your online reputation management.

When this happens...
Document PaidTriggers when a document is paid.
TriggerInstant
automatically do this!
Create InvitationCreate a new invitation to review your company on Trustpilot.
ActionWrite

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More things you can do with PandaDoc and Trustpilot

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

- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- 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
- Domain
  Required
- Email Template for Invitations
  Required
- Trustpilot Site
  Required
- Sender Name
  Required
- Sender E-Mail
  Required
- Reply to E-Mail
  Required
- Preferred Sent Time
  Required
- Recipient Name
  Required
- Recipient E-Mail Address
  Required
- Reference Id
  Required
Action
Write

- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- 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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Documents

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About Trustpilot

Trustpilot is the world's most powerful review platform, helping your business collect and easily manage customer reviews. Trustpilot gives people a place to share and discover reviews of businesses, while giving every business the tools to turn consumer feedback into business results.

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Related categories

Reviews