Do everything in one place
Customize your Namely and Pandadoc integration with the following
triggers and actions.
Triggers
When this happens…
Namely
- New eventNew event in Namely
- New employee profileNew employee profile in Namely
- New/updated employee profileNew or updated employee profile in Namely
Any other trigger you can think up
Pandadoc
- New event Real-timeNew event in Pandadoc
Any other trigger you can think up
Actions
Do this…
Namely
- Custom actionCustom action in Namely (Custom)
- Create status postPost new status on Namely
- Get employee profile details by IDGet employee profile details in Namely
- Post commentPost comment in Namely
- Search people profiles BatchSearch people profiles in Namely
- Update people profileUpdate people profile in Namely
Any other action you can think up
Pandadoc
- Create recordCreate record in Pandadoc
- Custom actionCustom action in Pandadoc
- Delete recordDelete record in Pandadoc
- Download documentDownload document in Pandadoc
- Get recordGet record in Pandadoc
- Search recordsSearch records in Pandadoc
- Send documentSend Document in Pandadoc
- Update recordUpdate record in Pandadoc
Any other action you can think up
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