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Customize your BuildingConnected and Pandadoc integration with the following
triggers and actions.
Triggers
When this happens…
BuildingConnected
- New or updated contactNew or updated contact in BuildingConnected
- Updated opportunity status in BidBoard Pro Real-timeUpdated opportunity status in BidBoard Pro
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…
BuildingConnected
- Custom actionCustom action in BuildingConnected
- Get bidder by IDGet bidder by ID
- Get bidders for a bid packageGet bidders for a bid package in BuildingConnected
- Get contact by IDGet contact by ID in BuildingConnected
- Get contactsGet contacts in BuildingConnected
- Get project by IDGet project by ID in BuildingConnected
- Get projectsGet projects in BuildingConnected
- Get qualification submissionGet qualification submission in BuildingConnected
- Get qualification formGet qualification form in BuildingConnected
- Get completed TradeTapp qualificationsGet completed TradeTapp qualifications in BuildingConnected
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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