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Zapier makes it easy to integrate ChatBot with PandaDoc - no code necessary. See how you can get setup in minutes.

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ChatBot logo
ChatBot
ChatBot logo
ChatBot
1. Choose trigger event
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PandaDoc
PandaDoc logo
PandaDoc
2. Choose action
ChatBot logo
1. Select the event
Setup
Test
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ChatBot
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Message" from ChatBot.

Add your action

An action happens after the trigger—such as "Create Attachment" in PandaDoc.

You’re connected!

Zapier seamlessly connects ChatBot and PandaDoc, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • ChatBot triggers, actions, and search
    New Message

    Triggers when a user sends a message that triggers the chosen interaction.

    Trigger
    Instant
    Try It
    • 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
    • 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

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect ChatBot and PandaDoc to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate ChatBot on the Zapier blog

Learn how to automate PandaDoc on the Zapier blog

Make work flow with AI

Level up your ChatBot to PandaDoc integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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About ChatBot
ChatBot is a universal and comprehensive framework for building modern AI chatbots. It can be used by total beginners as well as advanced developers.
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Related categories
AI ToolsCustomer Support
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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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