PandaDoc

Connect data from PandaDoc with TaskMagic. This helps with apps we don't natively connect with as well. If the app you're looking to connect with has an open api you can connect it.
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Triggers

PandaDoc Document Sent

Instant

Triggers when a PandaDoc document is sent.

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PandaDoc Document Status Changed

Instant

Triggers when a PandaDoc document status changes to draft, sent, viewed, completed, paid, etc.

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PandaDoc Document Paid

Instant

Triggers when a PandaDoc document is paid.

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PandaDoc Document Completed

Instant

Triggers when a PandaDoc document is completed.

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Actions

Get PandaDoc Document Attachments

Write

Get files attached to a document in PandaDoc.

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PandaDoc Create or Update Contact

Write

Create a new contact or update an existing one in PandaDoc.

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PandaDoc Create Contact [Deprecated]

Write

Create a new contact in PandaDoc.

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PandaDoc Get Document by ID

Write

Get detailed data about a PandaDoc document.

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PandaDoc Find Document

Write

Find a PandaDoc document by name, status, and other parameters.

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PandaDoc Create Document

Write

Create a PandaDoc document from a template.

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PandaDoc Create Attachment

Write

Create an attachment for a PandaDoc document.

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