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Customize your Adaptive Insights and Pandadoc integration with the following triggers and actions.

Triggers

When this happens…

Pandadoc
  • New event Real-time
    New event in Pandadoc
  • Any other trigger you can think up

Actions

Do this…

Adaptive Insights
  • Custom report
    Custom report values in Adaptive Insights
  • Erase actuals
    Erase actuals in Adaptive Insights
  • Export configurable model data
    Export configurable model data in Adaptive Insights
  • Export data
    Export data in Adaptive Insights
  • Export modeled sheet
    Export modeled sheet in Adaptive Insights
  • Export object
    Export object in Adaptive Insights
  • Import object
    Import object in Adaptive Insights
  • Recalculate sheet
    Recalculate sheet in Adaptive Insights
  • Upsert object
    Upsert object in Adaptive Insights
  • Any other action you can think up

  • Show all 9
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

  • Show all 8

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