Do everything in one place

Customize your Pandadoc and Salesforce Marketing Cloud 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

Salesforce Marketing Cloud
  • New data extension row
    New data extension row in Salesforce Marketing Cloud
  • 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 Marketing Cloud
  • Copy data extension
    Copy data extension in Salesforce Marketing Cloud
  • Create email from HTML template
    Create email from HTML template in Salesforce Marketing Cloud
  • Create data extension from template
    Create data extension from template in Salesforce Marketing Cloud
  • Delete data extension
    Delete data extension in Salesforce Marketing Cloud
  • Search data extension
    Search data extension in Salesforce Marketing Cloud
  • Search data extension row
    Search data extension row in Salesforce Marketing Cloud
  • Upload asset
    Upload asset in Salesforce Marketing Cloud
  • Upsert data extension row
    Upsert row in data extension in Salesforce Marketing Cloud
  • Upsert data extension row Batch
    Bulk upsert row in data extension in Salesforce Marketing Cloud
  • Any other action you can think up

  • Show all 9

Let us tailor your Pandadoc and Salesforce Marketing Cloud integrations

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