PandaDoc + Zoho Creator

Create new Zoho Creator records from sent PandaDoc documents

Save time and streamline your workflow by instantly creating a record in Zoho Creator whenever a document is sent in PandaDoc. This integration helps you efficiently manage documents, ensuring that no sent document misses your attention or fails to be recorded. Maintain consistent documentation while leveraging the capabilities of Zoho Creator.

When this happens...
Document Sent
Triggers when a document is sent.
TriggerInstant
automatically do this!
Create Record
Create new record in a certain application and form.
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
- Application NameRequired
- FormRequired
Trigger
Instant
Try It

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
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
- Application Name
- Form Name
Action
Write

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

Similar apps

About Zoho Creator

Zoho Creator is an online database builder. Its easy drag-n-drop interface lets you create custom applications for every data collection need, define workflow and also configure business rules that are unique to your business.

Learn more

PandaDoc + Zoho Creator

Create new Zoho Creator records from sent PandaDoc documents

Supported triggers and actions

Document Completed

Document Paid

Create Attachment

Create Document

API Request (Beta)

Get Document Attachments

New Record

API Request (Beta)

Document Status Changed

Document Sent

Create Contact [Deprecated]

Create or Update Contact

Find Document

Get Document by ID

Create Record

About PandaDoc

Related categories

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DocSend

About Zoho Creator

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