Do everything in one place
Customize your Pandadoc and Rally 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
Rally
- Deleted recordDeleted record in Rally
- New/updated recordNew/updated record in Rally
- New/updated record Real-timeNew/updated record in Rally
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
Rally
- Create recordCreate record in Rally
- Custom actionCustom action in Rally
- Delete recordDelete record in Rally
- Download attachmentDownload attachment in Rally
- Get recordGet record in Rally
- Get relational recordsGet relational records in object in Rally
- Search recordsSearch records in Rally
- Update recordUpdate record in Rally
Any other action you can think up
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