PandaDoc + Twilio

PandaDoc + Twilio integrations

Send sms through Twilio when document status changes in PandaDoc

Stay updated on the status of your documents no matter where you are with this simple workflow. When a document's status changes in PandaDoc, this automation transmits an immediate SMS notification through Twilio. This ensures you arrange timely follow-ups and take action when required, thereby optimizing your document management process.

When this happens...
Document Status ChangedTriggers when a document status changes to draft, sent, viewed, completed, paid, etc.
TriggerInstant
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Send SMSSend a SMS to a number or numbers.
ActionWrite

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More things you can do with PandaDoc and Twilio

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

- 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
New Phone Number
Triggers when you add a new phone number.
Trigger
Polling
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New Recording
Triggers when a new recording is available on your account.
Trigger
Polling
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New Transcription
Triggers when a new transcription is available on your account.
Trigger
Polling
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- From Number
  Required
- To_number
  Required
- Message
  Required
- Voice
- Language
- Send Digits
Action
Write
- From Number
  Required
- Alphanumeric Sender ID
- To_number
  Required
- Message
  Required
- Media_url
- Send Large Messages?
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
- Instructions_copy
Trigger
Instant
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- To Number
  Required
- Apply US Prefix
Trigger
Polling
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- To Number
  Required
Trigger
Polling
Try It
- Help Text
- From Number
  Required
- Alphanumeric Sender ID
- To_number
  Required
- Message
  Required
- Media_url
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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 Twilio

An easy tool for developers to send and receive SMS and voice calls.

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Related Zap Templates

Send sms via Twilio for completed PandaDoc documents