PandaDoc + Plecto

Create new Plecto registrations when new documents are sent in PandaDoc

Automate your document management and registration process with this PandaDoc to Plecto workflow. When a document is sent in PandaDoc, a new registration is instantly created in Plecto. This seamless automation helps you efficiently manage your documents while ensuring your registrations stay up to date, saving you time and enhancing productivity.

When this happens...
Document Sent
Triggers when a document is sent.
TriggerInstant
automatically do this!
Create New Registration
Creates a new registration.
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
- Integration NameRequired
- User IDRequired
- User NameRequired
- Data SourceRequired
- Date
- External IDRequired
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 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