Do everything in one place
Customize your eTapestry and Pandadoc integration with the following
triggers and actions.
Triggers
When this happens…
eTapestry
- Account createdAccount created in eTapestry
- Account updatedAccount updated in eTapestry
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…
eTapestry
- Add accountAdd new account in eTapestry
- Add contactAdd new contact in eTapestry
- Add giftAdd new gift in eTapestry
- Search accounts BatchSearch accounts in eTapestry
- Update accountUpdate account in eTapestry
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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