PandaDoc integrations
Use Nekton to connect PandaDoc with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate PandaDoc integrations with Nekton
Looking for a quick way to stay up to date on your sales wins and share it with your team in Slack? After you've set it up, the details of each newly completed PandaDo...
Create automations that integrate PandaDoc with other services
Nekton AI can integrate PandaDoc with many online apps and tools.
Here are some popular integrations you can try to automate your PandaDoc workflows:
PandaDoc actions
Nekton can use any feature that is available in PandaDoc API.
Using our advanced AI, you can easily create custom automations for PandaDoc.
Here are some typical actions you can do in your automated workflows.
Create Attachment
Create an attachment for a document.
Create Document
Create a document from a template.
App Extensions (Beta)
Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Flow's setup. App Extensions (Beta) can be reused across multiple flows and are managed centrally through the App Extensions (Beta) builder.
Find Document
Find a document by name, status, and other parameters.
Get Document by ID
Get detailed data about a document.
Create Contact [Deprecated]
Create a new contact in PandaDoc.
Create or Update Contact
Create a new contact or update an existing one.
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication. This is useful if an application has an API endpoint that Nekton doesn't implement yet. You will be expected to read and utilize the API documentation provided by the application. Further, if the application changes their API, you will be expected to make the appropriate fixes and updates.
Get Document Attachments
Get files attached to a document.
Document Completed
Triggers when a document is completed.
Document Paid
Triggers when a document is paid.
Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
Document Sent
Triggers when a document is sent.
About PandaDoc
PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.