Veem + PandaDoc Integrations
How to connect Veem + PandaDoc
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Popular Veem + PandaDoc workflows
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Request a payment with Veem once a PandaDoc document is complete
Request a payment with Veem once a PandaDoc document is complete
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Updated Inbound Payment StatusTriggers when an inbound payment is updated to a specific status.Trigger- Updated Outbound Payment StatusTriggers when an outbound payment is updated to a specified status.Trigger
- Create ContactCreates a contact.Action
- Request PaymentRequests a payment.Action
- Send PaymentSends a payment. If an attachment is required, the payment will be created as a draft.Action
Document CompletedTriggers when a document is completed.Trigger- Document Status ChangedTriggers when a document status changes to draft, sent, viewed, completed, paid, etc.Trigger
- Document PaidTriggers when a document is paid.Trigger
- 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 Veem + PandaDoc Integrations Work
- Step 1: Authenticate Veem 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.
About Veem
Veem is an online global bank transfer service for you to send & receive payments internationally with ease.
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