SalesRabbit + PandaDoc Integrations

How to connect SalesRabbit + PandaDoc

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Supported triggers and actions

What does this mean?

New/Updated Lead
Triggers when when a lead is created and/or updated.
Trigger
Instant
Form Submitted
Send form data to Zapier when form is submitted in SalesRabbit.
Trigger
Instant
Create Lead
Creates a lead.
Action
Write
Display Form Result
Displays the result of a submitted form and gives the option to update the lead associated with that form.
Action
Write
Update Lead
Updates a lead.
Action
Write
Document Completed
Triggers when a document is completed.
Trigger
Instant
Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
Trigger
Instant
Document Paid
Triggers when a document is paid.
Trigger
Instant
PandaDoc
Triggers when a document is sent.
Instant
Trigger
PandaDoc
Creates an attachment for document.
Scheduled
Action
PandaDoc
Create a new contact in PandaDoc
Scheduled
Action
PandaDoc
Creates a document from a template.
Scheduled
Action
PandaDoc
Create a new contact or update an existing contact by email
Scheduled
Action
PandaDoc
Finds a Document
Scheduled
Action
PandaDoc
Gets a list of document attachments.
Scheduled
Action
PandaDoc
Gets a Document by ID
Scheduled
Action

How SalesRabbit + PandaDoc Integrations Work

Step 1: Authenticate SalesRabbit and PandaDoc.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect SalesRabbit + PandaDoc

About SalesRabbit

SalesRabbit is a sales enablement app that helps sales teams assign areas, track progress, and constantly get better at their craft.

Learn more

Related categories

CRM (Customer Relationship Management)

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 more