PandaDoc + Pingueen

Send WhatsApp messages via Pingueen for newly paid PandaDoc documents

When a customer pays and completes a PandaDoc, you can automatically send them a WhatsApp message via Pingueen. This is an easy way to confirm the payment.

When this happens...
Document Paid
Triggers when a document is paid.
TriggerInstant
automatically do this!
Send Template Message
Send a Send Template Message to a WhatsApp number
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
- Client PhoneRequired
- AgentRequired
Action
Write

- TemplateRequired
- WhatsApp NumberRequired
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
- WhatsApp NumberRequired
- Client nameRequired
- Choose a Label
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