Ratings
4.9
Peer Insights™
100%
Customer Recommendation
Total
100+
active users
Avg
2 min
to connect
Custom connections
Available
via HTTP connector
Build powerful workflows, fast
Triggers
When this happens…
Pandadoc
- New event Real-timeNew event in Pandadoc
Any other trigger you can think up
Salesforce CPQ
- Object createdObject created in Salesforce CPQ
- Daily object reviewDaily Object review in Salesforce CPQ
- Object created/updatedObject created/updated in Salesforce CPQ
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
Salesforce CPQ
- Custom actionCustom action in Salesforce CPQ (Custom)
- Create objectCreate object in Salesforce CPQ
- Get related objects BatchGet related object list in Salesforce CPQ
- Search objects BatchSearch for objects in Salesforce CPQ
- Update objectUpdate object in Salesforce CPQ
Any other action you can think up
One platform
- Power
- Agility
- Speed
- Innovation