PandaDoc + SugarCRM

Manage new SugarCRM records by creating or updating contacts in PandaDoc

Stay constantly updated with your contacts with this easy automation workflow. Whenever a new record is added to SugarCRM, it will automatically trigger an update or creation of a contact within PandaDoc. Keep your contact list fresh without lifting a finger and simultaneously maintain seamless communication.

When this happens...
New Record
Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).
TriggerPolling
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

- ModuleRequired
Trigger
Polling
Try It
- ModuleRequired
Action
Write
- ModuleRequired
- Search Field #1Required
- Value for Search Field #1Required
- Search Field #2
- Value for Search Field #2
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

- ModuleRequired
Trigger
Polling
Try It
- ModuleRequired
Action
Write
- ModuleRequired
- Search Field #1Required
- Value for Search Field #1Required
- Search Field #2
- Value for Search Field #2
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

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