PandaDoc + Trustpilot

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 Paid
Triggers when a document is paid.
TriggerInstant
automatically do this!
Create Invitation
Create a new invitation to review your company on Trustpilot.
ActionWrite

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Supported triggers and actions

- Source
Trigger
Instant
Try It
- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Document IDRequired
Action
Search
- DomainRequired
- Email Template for InvitationsRequired
- Trustpilot SiteRequired
- Sender NameRequired
- Sender E-MailRequired
- Reply to E-MailRequired
- Preferred Sent TimeRequired
- Recipient NameRequired
- Recipient E-Mail AddressRequired
- Reference IdRequired
Action
Write

- Source
- Document Status
Trigger
Instant
Try It
- Source
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
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
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.

Learn more

Related categories

Documents

Similar apps

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.

Related categories

Reviews

PandaDoc + Trustpilot

Create Trustpilot invitations when PandaDoc documents get paid

Supported triggers and actions

Document Completed

Document Paid

Create Attachment

Create Document

API Request (Beta)

Get Document Attachments

Create Invitation

Document Status Changed

Document Sent

Create Contact [Deprecated]

Create or Update Contact

Find Document

Get Document by ID

About PandaDoc

Related categories

Similar apps

Formstack Documents

Quip

DocSend

About Trustpilot

Related categories