Do everything in one place

Customize your Pandadoc and Pipefy 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

Pipefy
  • New updated card Real-time
    New/updated card in Pipefy
  • New updated record Real-time
    New/updated record in Pipefy
  • 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

  • Show all 8
Pipefy
  • Delete card
    Delete card in Pipefy
  • Create public phase form link
    Create public phase form link in Pipefy
  • Create card
    Create card in Pipefy
  • Create record
    Create record in Pipefy
  • Custom api call
    Custom api call in Pipefy
  • Delete database record
    Delete database record in Pipefy
  • Find cards by title
    Find cards by title in Pipefy
  • Get card by ID
    Get card by ID in Pipefy
  • Get database record
    Get database record in Pipefy
  • Get database records
    Get database records in Pipefy
  • Get phase cards
    Get phase cards in Pipefy
  • Move card
    Move card in Pipefy
  • Update card field
    Update card field in Pipefy
  • Update fields values
    Update fields values in Pipefy
  • Update list type field
    Update list type field in Pipefy
  • Update record field
    Update record field in Pipefy
  • Upload attachment
    Upload attachment in Pipefy
  • Any other action you can think up

  • Show all 17

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