Integrate ActiveCampaign with PandaDoc

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

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About ActiveCampaign

ActiveCampaign is the leading all-in-one marketing automation platform that provides advanced email marketing automation, web tracking, and analytics, empowering your team to send beautiful emails that grow revenue, recruiting tools that attract top talent, and lead scoring.

About PandaDoc

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

PandaDoc Integrations

Best ActiveCampaign and PandaDoc Integrations

  • ActiveCampaign Integration PandaDoc Integration

    ActiveCampaign + PandaDoc

    Create Document to PandaDoc from New or Updated Contact in ActiveCampaign Read More...
    Close
    When this happens...
    ActiveCampaign Integration New or Updated Contact
     
    Then do this...
    PandaDoc Integration Create Document
  • ActiveCampaign Integration PandaDoc Integration

    ActiveCampaign + PandaDoc

    Create Document to PandaDoc from New Contact Note in ActiveCampaign Read More...
    Close
    When this happens...
    ActiveCampaign Integration New Contact Note
     
    Then do this...
    PandaDoc Integration Create Document
  • ActiveCampaign Integration ActiveCampaign Integration

    PandaDoc + ActiveCampaign

    Add Contact Note in ActiveCampaign when Document Status Changed is added to PandaDoc Read More...
    Close
    When this happens...
    ActiveCampaign Integration Document Status Changed
     
    Then do this...
    ActiveCampaign Integration Add Contact Note
  • ActiveCampaign Integration ActiveCampaign Integration

    PandaDoc + ActiveCampaign

    Create/Update Contact from ActiveCampaign from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    ActiveCampaign Integration Document Status Changed
     
    Then do this...
    ActiveCampaign Integration Create/Update Contact
  • ActiveCampaign Integration ActiveCampaign Integration

    PandaDoc + ActiveCampaign

    Update Contact in ActiveCampaign when Document Status Changed is added to PandaDoc Read More...
    Close
    When this happens...
    ActiveCampaign Integration Document Status Changed
     
    Then do this...
    ActiveCampaign Integration Update Contact
  • ActiveCampaign Integration {{item.actionAppName}} Integration

    ActiveCampaign + {{item.actionAppName}}

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

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

    Triggers
  • New Contact Note

    Triggers when a new contact note is added.

  • New Updated Account

    Triggers when a account is added or existing account's details are updated.

  • New or Updated Contact

    Triggers when a new contact is added or existing contact's details are updated.

  • 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
  • Add Contact Note

    Adds new contact note.

  • Create/Update Contact

    Creates a new contact.

  • Update Contact

    Update an existing contact.

  • Create Document

    Creates a document from a templates.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How ActiveCampaign & PandaDoc Integrations Work

  1. Step 1: Choose ActiveCampaign 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 ActiveCampaign to PandaDoc.

    (2 minutes)

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