EZ Texting + PandaDoc

Send messages in EZ Texting when document status changes in PandaDoc

Stay on top of your document management process with this automation. When a document status changes in PandaDoc, a text message is promptly sent via EZ Texting. This efficient workflow helps you ensure timely communication, significantly reducing the potential for oversight or delay.

When this happens...
Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
TriggerInstant
automatically do this!
Send Message
Sends new message
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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
New Inbound Text
Triggers when a new inbound text received.
Trigger
Instant
Try It

- Phone NumberRequired
- First Name
- Last Name
- Email
- Groups to add contact to
- Groups to remove contact from
Action
Write
- To numbers
- Message textRequired
- Subject
- Group Ids
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
New Keyword Opt In
Triggers when a new keyword opt in received.
Trigger
Instant
Try It
- NameRequired
- Note
- Phone Numbers
Action
Write

About EZ Texting

EZ Texting is a text marketing platform to send and receive SMS & MMS via web and mobile apps. Use it for group texts or 1:1 messages.

Learn more

Related categories

Phone & SMS

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

EZ Texting + PandaDoc

Send messages in EZ Texting when document status changes in PandaDoc

Supported triggers and actions

Document Completed

Document Paid

Create Attachment

Create Document

API Request (Beta)

Get Document Attachments

New Inbound Text

Create/Update Contact

Send Message

Document Status Changed

Document Sent

Create Contact [Deprecated]

Create or Update Contact

Find Document

Get Document by ID

New Keyword Opt In

Create Group

About EZ Texting

Related categories

About PandaDoc

Related categories

Similar apps

Formstack Documents

Quip

DocSend