EdApp + PandaDoc

Create or update EdApp users when new documents are completed in PandaDoc

Streamline your workflow with this efficient automation. With it, each time a document is completed in PandaDoc, it will spark the creation or update of a user in EdApp. This ensures information is consistent and promptly updated across both platforms. Perfect for saving time and boosting productivity in your educational project or organisation.

When this happens...
Document Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
Create / Update User
Creates or updates a User
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
Course Completed
Triggers when a learner completes a course.
Trigger
Instant
Try It

- UsernameRequired
- EmailRequired
- External Id
- First name
- Last name
- Send welcome emailRequired
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
Lesson Completed
Triggers when a learner completes a lesson.
Trigger
Instant
Try It
- UsernameRequired
Action
Write

About EdApp

EdApp is an all-in-one mobile training solution with rapid authoring, free editable course library and a learner experience built for mobile

Related categories

Education

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