PandaDoc and Salesflare
Create, manage and e-Sign docs with ease
How to connect PandaDoc
- Via Zapier — 12 operations available. Set it up ↗
- Via Make — 12 modules available. Set it up ↗
About PandaDoc
Create, approve, track, eSign documents 40% faster with PandaDoc – Number 1 document automation solution by G2 as of 2021.
PandaDoc operations on Zapier
Triggers (4)
Start a workflow when this happens
- Document Completed — Triggers when a document is completed.
- Document Paid — Triggers when a document is paid.
- Document Sent — Triggers when a document is sent.
- Document Status Changed — Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
Actions (5)
Things Salesflare can make it do
- API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Create Attachment — Create an attachment for a document.
- Create Contact [Deprecated] — Create a new contact in PandaDoc.
- Create Document — Create a document from a template.
- Create or Update Contact — Create a new contact or update an existing one.
Searches (3)
Look up existing records
- Find Document — Find a document by name, status, and other parameters.
- Get Document Attachments — Get files attached to a document.
- Get Document by ID — Get detailed data about a document.
PandaDoc operations on Make
Triggers (1)
Start a workflow when this happens
- Watch Documents — Triggers when a document event occurs according to the event parameter.
Actions (9)
Things Salesflare can make it do
- Create a Contact — Creates a new contact.
- Create a Document — Creates a new document.
- Delete a Contact — Deletes a contact.
- Delete a Document — Deletes a document.
- Download a Document — Downloads a document in PDF format.
Show 4 more actions
- Get a Contact — Gets the details of a contact.
- Get a Document — Gets the details of a document.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Contact — Updates an existing contact.
Searches (2)
Look up existing records
- List Contacts — Retrieves a list of all contacts.
- Search Documents — Searches for documents by given parameters.
Screenshots
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