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Apptivo + PandaDoc Integrations

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

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

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

About PandaDoc

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

PandaDoc Integrations

Best ways to Integrate Apptivo + PandaDoc

  • Apptivo PandaDoc

    Apptivo + PandaDoc

    Create Document to PandaDoc from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    PandaDoc Create Document
  • Apptivo PandaDoc

    Apptivo + PandaDoc

    Create Document to PandaDoc from New Case in apptivo Read More...
    Close
    When this happens...
    Apptivo New Case
     
    Then do this...
    PandaDoc Create Document
  • Apptivo PandaDoc

    Apptivo + PandaDoc

    Create Document to PandaDoc from New Customer in apptivo Read More...
    Close
    When this happens...
    Apptivo New Customer
     
    Then do this...
    PandaDoc Create Document
  • Apptivo PandaDoc

    Apptivo + PandaDoc

    Create Document to PandaDoc from New Opportunity in apptivo Read More...
    Close
    When this happens...
    Apptivo New Opportunity
     
    Then do this...
    PandaDoc Create Document
  • Apptivo PandaDoc

    Apptivo + PandaDoc

    Create Document to PandaDoc from New Contact in apptivo Read More...
    Close
    When this happens...
    Apptivo New Contact
     
    Then do this...
    PandaDoc Create Document
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

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

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

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • 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 Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Document

    Creates a document from a templates.

How Apptivo & PandaDoc Integrations Work

  1. Step 1: Choose Apptivo 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 Apptivo to PandaDoc.

    (2 minutes)

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