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Agendor + PandaDoc Integrations

Appy Pie Connect allows you to automate multiple workflows between Agendor and PandaDoc

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Agendor

Agendor is a sales improvement platform with web and mobile version designed for Brazilian companies with long sales cycles.

About PandaDoc

PandaDoc is an American software company providing SaaS software. The platform provides sales processes software

PandaDoc Integrations

Best ways to Integrate Agendor + PandaDoc

  • Agendor PandaDoc

    Agendor + PandaDoc

    Create Document to PandaDoc from New Person in Agendor Read More...
    Close
    When this happens...
    Agendor New Person
     
    Then do this...
    PandaDoc Create Document
  • Agendor PandaDoc

    Agendor + PandaDoc

    Create Document to PandaDoc from New Organization in Agendor Read More...
    Close
    When this happens...
    Agendor New Organization
     
    Then do this...
    PandaDoc Create Document
  • Agendor PandaDoc

    Agendor + PandaDoc

    Create Document to PandaDoc from New Task in Agendor Read More...
    Close
    When this happens...
    Agendor New Task
     
    Then do this...
    PandaDoc Create Document
  • Agendor PandaDoc

    Agendor + PandaDoc

    Create Document to PandaDoc from New Deal in Agendor Read More...
    Close
    When this happens...
    Agendor New Deal
     
    Then do this...
    PandaDoc Create Document
  • Agendor PandaDoc

    Agendor + PandaDoc

    Create Document from PandaDoc from Updated Person to Agendor Read More...
    Close
    When this happens...
    Agendor Updated Person
     
    Then do this...
    PandaDoc Create Document
  • Agendor {{item.actionAppName}}

    Agendor + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Agendor + PandaDoc in easier way

It's easy to connect Agendor + PandaDoc without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Lost

    Triggers when a Deal (Negócio) is set as lost.

  • Deal Stage Changed

    Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.

  • Deal Won

    Triggers when a Deal (Negócio) is set as won.

  • New Deal

    Triggers when a new Deal (Negócio) is created.

  • New Organization

    Triggers when a new Organization (Empresa) is created.

  • New Person

    Triggers when a new Person (Pessoa) is created.

  • New Task

    Triggers when a new Task (Tarefa/Comentário) is created.

  • Updated Deal

    Triggers when a Deal (Negócio) is edited

  • Updated Organization

    Triggers when an Organization (Empresa) is edited.

  • Updated Person

    Triggers when a Person (Pessoa) is edited.

  • Document Completed

    Triggers when a document is completed.

  • Document Paid

    Triggers when a document is paid.

  • Document Sent

    Triggers when a document is sent.

  • Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

    Actions
  • Create Document

    Creates a document from a templates.

How Agendor & PandaDoc Integrations Work

  1. Step 1: Choose Agendor as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick PandaDoc as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agendor to PandaDoc.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.