Do everything in one place

Customize your Pandadoc and Salesforce Metadata Api 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…

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
Salesforce Metadata Api
  • Associate picklist values with recordtype
    Associate picklist values with recordtype in Salesforce metadata AP i ( SOA p)
  • List metadata for custom objects
    List metadata for custom objects in Salesforce metadata AP i ( SOA p)
  • Read metadata for custom object
    Read metadata for custom object in Salesforce metadata AP i ( SOA p)
  • Update multiselectpicklist values
    Update multiselectpicklist values in Salesforce metadata AP i ( SOA p)
  • Update picklist values
    Update picklist values in Salesforce metadata AP i ( SOA p)
  • Update picklist values with controlling fields
    Update picklist values with controlling fields in Salesforce metadata AP i ( SOA p)
  • Update picklist values with controlling fields version
    Update picklist values with controlling fields version in Salesforce metadata AP i ( SOA p)
  • Any other action you can think up

Let us tailor your Pandadoc and Salesforce Metadata Api integrations

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