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PandaDoc + Twilio

Send sms via Twilio when new documents are sent in PandaDoc

Enhancing your efficiency, this workflow enriches your interaction with your recipients. When a document is sent via PandaDoc, an SMS is delivered through Twilio, providing immediate notification about the document status. This seamless process not only saves time but ensures prompt communication, strengthening your business relationships.

Enhancing your efficiency, this workflow enriches your interaction with your recipients. When a document is sent via PandaDoc, an SMS is delivered through Twilio, providing immediate notification about the document status. This seamless process not only saves time but ensures prompt communication, strengthening your business relationships.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    TriggerInstant
  2. automatically do this!
    TwilioTwilio
    Send SMS

    Send a SMS to a number or numbers.

    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
pandadoc logo
pandadoc logo

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 moreHelp

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twilio logo
twilio logo

About Twilio

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

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