Do everything in one place
Customize your Pandadoc and Risk Cloud integration with the following
triggers and actions.
Triggers
When this happens…
Pandadoc
- New event Real-timeNew event in Pandadoc
Any other trigger you can think up
Risk Cloud
- Created Record in Workflow Real-timeTriggers when a Record is created in a speceific Step in Risk Cloud
- Moved Record in Workflow Real-timeTriggers when a Record is moved between Steps in Risk Cloud
Any other trigger you can think up
Actions
Do this…
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
Risk Cloud
- Create a New ObjectCreate an object in Risk Cloud
- Download Table ReportDownload Table Report
- Get MIME Type from ExtensionGet MIME Type from Extension.
- Get Object by IDGet object by ID in Risk Cloud
- List Attachments in Record FieldList Attachments on a Record Field.
- Update an ObjectUpdate object in Risk Cloud
- Upload AttachmentUpload Attachment
Any other action you can think up
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