Pandadoc and Salesforce Pardot integrations and automations

Seamlessly connect Pandadoc and Salesforce Pardot. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

Pandadoc
  • New event Real-time
    New event in Pandadoc

    • Any other trigger you can think up

Salesforce Pardot
  • New object
    New object in Pardot
  • New/updated object
    New/updated object in Pardot

    • Any other trigger you can think up

Actions

Do this…

Pandadoc
  • Create record
    Create record in Pandadoc
  • Custom action
    Custom action in Pandadoc
  • Delete record
    Delete record in Pandadoc
  • Download document
    Download document in Pandadoc
  • Get record
    Get record in Pandadoc
  • Search records
    Search records in Pandadoc
  • Send document
    Send Document in Pandadoc
  • Update record
    Update record in Pandadoc

    • Any other action you can think up

Salesforce Pardot
  • Custom action
    Custom action in Pardot (Custom)
  • Create object
    Create object in Pardot
  • Delete object
    Delete object in Pardot
  • Get object details
    Get object details in Pardot
  • Search objects
    Search objects in Pardot
  • Update object
    Update object in Pardot

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

Schedule a Demo