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PandaDoc + Twilio

Send sms via Twilio when new paid documents are registered in PandaDoc

When a document gets paid in PandaDoc, instantly send an SMS notification through Twilio. This workflow helps you stay on top of your invoices by immediately alerting you on successful payments. No more constantly checking your email for updates, now you have instant updates coming straight to your phone. It ensures efficiency and keeps you informed in real-time.

When a document gets paid in PandaDoc, instantly send an SMS notification through Twilio. This workflow helps you stay on top of your invoices by immediately alerting you on successful payments. No more constantly checking your email for updates, now you have instant updates coming straight to your phone. It ensures efficiency and keeps you informed in real-time.

  1. When this happens...
    PandaDocPandaDoc
    Document Paid

    Triggers when a document is paid.

    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
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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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