NetHunt CRM + PandaDoc

Update or create NetHunt CRM records whenever document status changes in PandaDoc

Streamline your workflow with this PandaDoc to NetHunt CRM integration. Whenever a document status changes in PandaDoc, a corresponding record will be created or updated in NetHunt CRM instantly. This ensures your customer relationship management is always up-to-date with the latest document changes, saving you time and enhancing efficiency in your document management.

When this happens...
Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
TriggerInstant
automatically do this!
Create or Update Record
Creates a new record or updates an existing one.
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
Trigger
Polling
Try It

- FolderRequired
Trigger
Polling
Try It
- FolderRequired
Trigger
Polling
Try It
- FolderRequired
- Field
Trigger
Polling
Try It
- Folder
- RecordRequired
- TextRequired
Action
Write
- FolderRequired
- RecordRequired
Action
Write
- FolderRequired
Action
Write
- FolderRequired
- Record
- Search Query
Action
Search

- 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
- FolderRequired
Trigger
Polling
Try It
- FolderRequired
Trigger
Polling
Try It
- FolderRequired
- Field
Trigger
Polling
Try It
- FieldRequired
- Search QueryRequired
- FolderRequired
Trigger
Polling
Try It
- FolderRequired
Action
Write
- Folder
- RecordRequired
- Gmail Thread IDRequired
Action
Write
- FolderRequired
- RecordRequired
Action
Write
- FolderRequired
- Record
- Search Query
Action
Search or write

About NetHunt CRM

NetHunt CRM is a customer relationship management system for Gmail and Google Apps.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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