PandaDoc + REI Pebble

"send new properties from REI Pebble to create or update contacts in PandaDoc"

Stay organized and efficient in your real estate business with this smooth workflow. When a property is sent through the REI Pebble app, this automation will immediately create or update contact information in your PandaDoc app. Not only does it help keep your client database in PandaDoc up-to-date with the latest property transactions from REI Pebble, but it also allows you to dedicate more time to serving your clientele instead of manually transferring data.

When this happens...
Property Created
Triggers when a new property is created.
TriggerInstant
automatically do this!
Create or Update Contact
Create a new contact or update an existing one.
ActionWrite

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Supported triggers and actions

Contact Created
Triggers when a new contact is created.
Trigger
Instant
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Deal Created
Triggers when a new deal is created.
Trigger
Instant
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Deal Updated
Triggers when a deal is updated (title, status, value, or source).
Trigger
Instant
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Property Created
Triggers when a new property is created.
Trigger
Instant
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Property Purchased
Triggers when a property purchase is created.
Trigger
Instant
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Property Tagged
Triggers when a tag is added to a property.
Trigger
Instant
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- NameRequired
- First Name
- Last Name
- Email Address
- Phone - Primary
- Phone - Secondary
- Contact Category
- Description
- Do Not Mail
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
Action
Write

- APNRequired
- County IDRequired
- Contact/Owner IDRequired
- Legal Description
- Acreage
- Line 1
- Line 2
- City
- State
- Zip
- Square Feet
- Year Built
- Floors
- Bathrooms
- Bedrooms
- Longitude
- Latitude
- SRID
Action
Write
- Contact IDRequired
- Name
- First Name
- Last Name
- Email Address
- Phone - Primary
- Phone - Secondary
- Contact Category
- Description
- Do Not Mail
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
Action
Write
- Property IDRequired
- APN
- County ID
- Contact/Owner ID
- Legal Description
- Acreage
- Line 1
- Line 2
- City
- State
- Zip
- Square Feet
- Year Built
- Floors
- Bathrooms
- Bedrooms
- Longitude
- Latitude
- SRID
Action
Write
- Name / Email / Phone
Action
Search
- Title
- Board ID
- Stage ID
- Status
Action
Search
- Name
- Board ID
Action
Search
- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- 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

Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Deal Moved
Triggers when a deal is moved to a stage.
Trigger
Instant
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Document Created
Triggers when a new document is created.
Trigger
Instant
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Property Offer Created
Triggers when an offer is created for a property.
Trigger
Instant
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Property Sold
Triggers when a property sale is created.
Trigger
Instant
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Property Updated
Triggers when a property is updated.
Trigger
Instant
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- TitleRequired
- Board IDRequired
- Stage IDRequired
- Contact IDs
- Property IDs
Action
Write
- TextRequired
- Deal IDRequired
Action
Write
- Deal IDRequired
- Title
- Stage ID
Action
Write
- Name
Action
Search
- Name
Action
Search
- ID
- County ID
- APN / Address
- Campaign Code
Action
Search
- 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

About PandaDoc

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