Pandadoc and Zoho Cliq integrations and automations

Seamlessly connect Pandadoc and Zoho Cliq. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

Pandadoc
  • New event Real-time
    New event in Pandadoc

    • Any other trigger you can think up

Zoho Cliq
  • Channel Created
    Triggers when a new channel is created
  • Mention Notification
    Triggers when you are mentioned in a message
  • New Channel Message
    Triggers when a new message is posted in specified channels
  • New Direct Message
    Triggers when a new direct message is received
  • User Presence Changed
    Triggers when a user's presence status changes

    • 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

Zoho Cliq
  • Add Channel Members
    Add members to a channel
  • Create Bot
    Create a bot user
  • Create Channel
    Create a new channel
  • Create Webhook
    Create a webhook for real-time notifications
  • Custom API Request
    Make a custom API request to Zoho Cliq
  • Delete Message
    Delete a message
  • Download Channel History
    Download complete chat history from a channel
  • Download Chat History
    Download complete direct message history
  • Edit Message
    Edit an existing message
  • Get Channels
    Retrieve list of channels
  • Get User Info
    Get detailed information about a user
  • Get Users
    Get list of users in organization
  • Remove Channel Members
    Remove members from a channel
  • Search Messages
    Search for messages across channels and chats
  • Send Card Message
    Send an interactive card message
  • Send Channel Message
    Send a message to a channel
  • Send Direct Message
    Send a direct message to a user
  • Update User Status
    Update user's presence status
  • Upload File
    Upload a file to Zoho Cliq

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

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