PandaDoc integration with Veem
How to Request a payment with Veem once a PandaDoc document is complete
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 "Request a payment with Veem once a PandaDoc document is complete" 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.
Automate Veem integrations
Veem actions
Nekton can use any feature that is available in Veem API.
Using our advanced AI, you can easily create custom automations for Veem.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a contact.
Send Payment
Sends a payment. If an attachment is required, the payment will be created as a draft.
Request Payment
Requests a payment.
Updated Inbound Payment Status
Triggers when an inbound payment is updated to a specific status.
Updated Outbound Payment Status
Triggers when an outbound payment is updated to a specified status.
About Veem
Veem is an online global bank transfer service for you to send & receive payments internationally with ease.