PandaDoc integration with Slack
How to Send channel messages in Slack for new paid documents in PandaDoc
Stay on top of your sales progress and celebrate successful deals with this seamless integration between PandaDoc and Slack. When a document is marked as paid in PandaDoc, a message will be sent to a designated Slack channel, keeping your team informed and motivated. Streamline your communication and ensure important updates aren't missed with this efficient workflow.
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send channel messages in Slack for new paid documents in PandaDoc" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
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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.
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.