Koncile + PandaDoc

Process newly completed PandaDoc documents with Koncile

Whenever a new document is completed in PandaDoc, it is securely uploaded to Koncile, where the data is processed automatically. This integration saves time, eliminates manual data entry, and ensures consistent and accurate document processing.

When this happens...
Document Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
Upload File (Koncile via Streaming)
Downloads a file from a URL and uploads it to Koncile.ai.
ActionWrite

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Supported triggers and actions

- Source
Trigger
Instant
Try It
- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Document IDRequired
Action
Search
- FolderRequired
- TemplateRequired
- File URLRequired
- File NameRequired
Action
Write

- Source
- Document Status
Trigger
Instant
Try It
- Source
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
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search

About Koncile

Koncile is a AI-powered solution that automates data extraction from documents such as invoices, pay slips, or contracts.

Related categories

IT Operations

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

Related categories

Documents

Koncile + PandaDoc

Process newly completed PandaDoc documents with Koncile

Supported triggers and actions

Document Completed

Document Paid

Create Attachment

Create Document

API Request (Beta)

Get Document Attachments

Upload File (Koncile via Streaming)

Document Status Changed

Document Sent

Create Contact [Deprecated]

Create or Update Contact

Find Document

Get Document by ID

About Koncile

Related categories

About PandaDoc

Related categories

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