Do everything in one place
Customize your Pandadoc and PeopleDoc 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
PeopleDoc
- New event Real-timeNew event in object in PeopleDoc
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
PeopleDoc
- Custom actionCustom action in (Custom)
- Create recordCreate record in PeopleDoc
- Get recordGet record in PeopleDoc
- Search recordsSearch records in PeopleDoc
- Update recordUpdate record in PeopleDoc
- Upload fileUpload a file in PeopleDoc
Any other action you can think up
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