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PandaDoc + Zoho Analytics

Send PandaDoc documents and add rows in Zoho Analytics

Use this workflow to streamline your data tracking process. When a document is sent in PandaDoc, it instantly adds a new row in your Zoho Analytics app. This seamless connection ensures that your data stays up-to-date, making the reporting and analysis process easier. Stay on top of your documents without the need for manual updates.

Use this workflow to streamline your data tracking process. When a document is sent in PandaDoc, it instantly adds a new row in your Zoho Analytics app. This seamless connection ensures that your data stays up-to-date, making the reporting and analysis process easier. Stay on top of your documents without the need for manual updates.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    TriggerInstant
  2. automatically do this!
    Zoho AnalyticsZoho Analytics
    Add Row

    Adds a new row in a Zoho Analytics table.

    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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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 Zoho Analytics

Zoho Analytics is a self-service BI that lets you create visually appealing data visualizations and insightful dashboards.

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