PandaDoc + Superchat

Send whatsapp templates in Superchat when documents are completed in PandaDoc

Experience seamless communication by connecting PandaDoc and Superchat with this automation. When a document completion occurs in PandaDoc, a pre-defined message is triggered to be sent via Superchat's WhatsApp template. Enhance your workflow, keep your team notified and ensure smooth operations, all in real time.

When this happens...
Document Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
Send WhatsApp Template
Sends a whatsapp template.
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
Contact Created
Triggers when a new contact is created.
Trigger
Instant
Try It

New Inbound Message
Triggers when a new message is received.
Trigger
Instant
Try It
Note Created
Triggers when a new note is created.
Trigger
Instant
Try It
- Contact IDRequired
Action
Write
- First Name
- Last Name
- Gender
- Email Address(es)
- Phone Number(s)
Action
Write
- Sender nameRequired
- To (Email Address or Contact ID)Required
- Subject
- HTML
- Text
- Attachments (File IDs)
Action
Write
- Sender nameRequired
- To (Phone Number or Contact ID)Required
Action
Write
- Conversation IDRequired
Action
Write
- Conversation IDRequired
Action
Write
- File NameRequired
- FileRequired
Action
Write
- IDRequired
Action
Search

- 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
Contact Updated
Triggers when a contact is modified.
Trigger
Instant
Try It
Message Sending Failed
Triggers when sending an outbound message failed.
Trigger
Instant
Try It
New Outbound Message
Triggers when a new message is sent.
Trigger
Instant
Try It
- Webhook Target URLRequired
- Values
Action
Write
- Conversation IDRequired
- ContentRequired
Action
Write
- Sender nameRequired
- To (identifier)Required
- Content TypeRequired
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Gender
- Email Address(es)
- Phone Number(s)
Action
Write
- Conversation IDRequired
Action
Write
- Conversation IDRequired
- StatusRequired
Action
Write
- FieldRequired
- ValueRequired
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

Related categories

Documents

Similar apps

About Superchat

Superchat is a messaging platform that combines relevant communication channels, streamlines customer support and makes messenger marketing accessible to any business.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PandaDoc + Superchat

Send whatsapp templates in Superchat when documents are completed in PandaDoc

Document Completed

Document Paid

Create Attachment

Create Document

API Request (Beta)

Get Document Attachments

Contact Created

New Inbound Message

Note Created

Add Contact to Contact List

Create Contact

Send Email

Send WhatsApp Template

Update Conversation Assignees

Update Conversation Labels

Upload File

Find a File

Document Status Changed

Document Sent

Create Contact [Deprecated]

Create or Update Contact

Find Document

Get Document by ID

Contact Updated

Message Sending Failed

New Outbound Message

Start an Automation

Create Note

Send Message

Update Contact

Update Conversation Inbox

Update Conversation Status

Find a Contact

About PandaDoc

Related categories

Similar apps

Formstack Documents

Quip

DocSend

About Superchat

Related categories

Similar apps

Zapier Interfaces