PandaDoc + Zendesk

PandaDoc + Zendesk integrations

Create or update PandaDoc contacts from new Zendesk tickets

Easily manage customer information between Zendesk and PandaDoc with this workflow. Whenever a new ticket is created in Zendesk, this automation will create or update a contact in PandaDoc, ensuring your records are up to date. This helps streamline your support and document management processes and keeps your customer data organized.

When this happens...
New Ticket in ViewTriggers when a new ticket is added to a view.
TriggerPolling
automatically do this!
Create or Update ContactCreate a new contact or update an existing one.
ActionWrite

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More things you can do with Zendesk and PandaDoc

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

New Group
Triggers when a new group is created.
Trigger
Polling
Try It
- View
  Required
Trigger
Polling
Try It
- Tags
Trigger
Instant
Try It
- Who can view suspended tickets
Trigger
Polling
Try It
- Organization
Trigger
Polling
Try It

New User
Triggers when a new user is created.
Trigger
Polling
Try It
- User
  Required
- user_delete_copy
- Permanent Deletion
- user_delete_test_copy
Action
Write

- Ticket
  Required
- Tags
  Required
Action
Write
- Ticket
  Required
- Comment
  Required
- Comment format
- Should the comment be public?
- File
  Required
Action
Write
- Ticket
  Required
- Tags
  Required
Action
Write
- Ticket
  Required
- Subject
- Assignee
- Group
- New status
- New Comment to add to the Ticket
- New Comment format
- Should the new Comment be public?
- Tags
- Additional Tags
- Remove Tags
- Type
- Priority
- Submitter
- Brand
- External ID
- Requester
- Sharing Agreements
- Ticket form
- Collaborators
- Collaborator Emails
- Email CC
- Attachment
Action
Write
- Name
  Required
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External_id
- Verified
Action
Write
- Query
  Required
Action
Search
- Info
- Type
Action
Search
- Ticket_id
  Required
Action
Search
- Query
  Required
Action
Search
- Query
  Required
- Name
  Required
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External_id
- Verified
Action
Search or 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

- Tags
  Required
Trigger
Polling
Try It
- Organization
Trigger
Polling
Try It
New Organization
Triggers when a new organization is created.
Trigger
Polling
Try It
- Ticket (Required for non-admins)
Trigger
Polling
Try It
- Important
- View
  Required
Trigger
Polling
Try It
New View
Triggers when a new view is created.
Trigger
Polling
Try It
- Name
  Required
- Details
- Notes
- Tags
- Domain_names
- External_id
- Group_id
- Shared_tickets
- Shared_comments
Action
Write
- Subject
  Required
- Assignee
- Collaborators
- Collaborator Emails
- Group
- Requester Name
- Requester Email
- First Comment/Description format
- First Comment/Description
  Required
- Should the first Comment be public?
- Tags
- Status
- Type
- Priority
- Submitter
- Ticket form
- Sharing Agreements
- Brand
- External ID
- Email CC
- Attachment
Action
Write
- Ticket
  Required
- Comment body
- Comment format
- Should the Comment be public?
Action
Write
- Organization
  Required
- Name
- Details
- Notes
- Tags
- Domain_names
- External_id
- Shared_tickets
- Shared_comments
Action
Write
- User
  Required
- Name
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External_id
- Verified
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Ticket_id
  Required
Action
Search
- Query
  Required
Action
Search
- Query
  Required
Action
Search
- Query
  Required
- Name
  Required
- Details
- Notes
- Tags
- Domain_names
- External_id
- Group_id
- Shared_tickets
- Shared_comments
Action
Search or write
- 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

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 moreLearn moreHelpHelp

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About Zendesk

Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.

Learn moreLearn moreHelpHelp

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Customer Support

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PandaDoc + Zendesk

Create or update PandaDoc contacts from new Zendesk tickets

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