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Customize your Pandadoc and Workflow Max 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
Workflow Max
  • Create contact
    Create Contact in WorkflowMax
  • Get all suppliers
    Get all suppliers in WorkflowMax
  • Get client details by UUID
    Get client details by UUID in WorkflowMax
  • Get contact details by UUID
    Get Contact by UUID in WorkflowMax
  • Get current invoices
    Get current invoices in WorkflowMax
  • Get current quotes
    Get current quotes in WorkflowMax
  • Get invoice by number
    Get invoice details by invoice number in WorkflowMax
  • Get inovice payments
    Get payments of invoice in WorkflowMax
  • Get job invoices
    Get list of invoices for a specific job in WorkflowMax
  • Get quote by number
    Get quote details by quote number in WorkflowMax
  • Get supplier contact by UUID
    Get supplier contact by UUID in WorkflowMax
  • Get supplier details by UUID
    Get supplier by UUID in WorkflowMax
  • Search clients
    Search clients in WorkflowMax
  • Search invoices
    Search invoices for given date range in WorkflowMax
  • Search quotes
    Search issued quotes for given date range inWorkflowMax
  • Update contact
    Update Contact by UUID in WorkflowMax
  • Any other action you can think up

  • Show all 16

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