PandaDoc + Zendesk

Create Zendesk tickets for completed PandaDoc documents

Effortlessly manage support tickets for completed documents with this PandaDoc and Zendesk automation. Once a document is marked as completed in PandaDoc, this workflow will create a new ticket in Zendesk, helping you maintain seamless communication with your clients. Streamline your customer support process and keep track of document-related inquiries efficiently.

When this happens...
Document Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
Create Ticket
Triggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).
ActionWrite

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Supported triggers and actions

- Source
Trigger
Instant
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- 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 Group
Triggers when a new group is created.
Trigger
Polling
Try It

- ViewRequired
Trigger
Polling
Try It
- Tags
Trigger
Instant
Try It
- Who can view suspended tickets
Trigger
Polling
Try It
- Organization
Trigger
Polling
Try It
New View
Triggers when a new view is created.
Trigger
Polling
Try It
- NameRequired
- Details
- Notes
- Tags
- Domain Names
- External Id
- Group Id
- Shared Tickets
- Shared Comments
Action
Write
- SubjectRequired
- Assignee
- Collaborators
- Collaborator Emails
- Group
- Requester Name
- Requester Email
- First Comment/Description format
- First Comment/DescriptionRequired
- Should the first Comment be public?
- Tags
- Status
- Type
- Priority
- Submitter
- Ticket form
- Sharing Agreements
- Brand
- External ID
- Email CC
- Attachment
Action
Write
- TicketRequired
- Comment body
- Comment format
- Should the Comment be public?
Action
Write
- OrganizationRequired
- Name
- Details
- Notes
- Tags
- Domain Names
- External Id
- Shared Tickets
- Shared Comments
Action
Write
- UserRequired
- Name
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External Id
- Verified
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Ticket IdRequired
Action
Search
- QueryRequired
Action
Search
- QueryRequired
Action
Search
- QueryRequired
- NameRequired
- Details
- Notes
- Tags
- Domain Names
- External Id
- Group Id
- Shared Tickets
- Shared Comments
Action
Search or 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
- TagsRequired
Trigger
Polling
Try It
- Organization
Trigger
Polling
Try It
New Organization
Triggers when a new organization is created.
Trigger
Polling
Try It
- Ticket (Required for non-admins)
Trigger
Polling
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- UserRequired
- user_delete_copy
- Permanent Deletion
- user_delete_test_copy
Action
Write
- TicketRequired
- TagsRequired
Action
Write
- TicketRequired
- CommentRequired
- Should the comment be public?
- FileRequired
Action
Write
- TicketRequired
- TagsRequired
Action
Write
- TicketRequired
- Subject
- Assignee
- Group
- New status
- New Comment to add to the Ticket
- New Comment format
- Should the new Comment be public?
- Tags
- Additional Tags
- Remove Tags
- Type
- Priority
- Submitter
- Brand
- External ID
- Requester
- Sharing Agreements
- Ticket form
- Collaborators
- Collaborator Emails
- Email CC
- Attachment
Action
Write
- NameRequired
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External Id
- Verified
Action
Write
- QueryRequired
Action
Search
- Info
- Type
Action
Search
- Ticket IdRequired
Action
Search
- QueryRequired
Action
Search
- QueryRequired
- NameRequired
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External Id
- Verified
Action
Search or 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 Zendesk

Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.

Learn more

Related categories

Customer Support

PandaDoc + Zendesk

Create Zendesk tickets for completed PandaDoc documents

Document Completed

Document Paid

Create Attachment

Create Document

API Request (Beta)

Get Document Attachments

New Group

New Ticket in View

Tag Added to User

New Suspended Ticket

Updated Ticket

New View

Create Organization

Create Ticket

Add Comment to Ticket

Update Organization

Update User

API Request (Beta)

Find Ticket Comments

Find a Group

Find an Organization

Find or Create Organization

Document Status Changed

Document Sent

Create Contact [Deprecated]

Create or Update Contact

Find Document

Get Document by ID

New Tag Added to Ticket

New Ticket

New Organization

New Action on Ticket

New User

Delete User

Remove Tag(s) from Ticket

Attach File to Ticket

Add Tag(s) to Ticket

Update Ticket

Create User

Find an Agent

Find Tickets

Find Latest Comment

Find a User

Find or Create User

About PandaDoc

Related categories

Similar apps

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Quip

DocSend

About Zendesk

Related categories

Similar apps

Help Scout

Freshdesk

HappyFox

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