ClickSend SMS + PandaDoc Integrations

Name: Appy Pie Connect
Rating: 4.9 (3174 reviews)

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

About ClickSend SMS

ClickSend is a cloud-based service that allows you to send and receive SMS, Email, Voice, Fax, and Letters to and from anywhere in the globe.

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

Connect ClickSend SMS + PandaDoc in easier way

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

Triggers

New Incoming SMS

Triggers when a new incoming sms is received.
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 Contact

Creates a new contact in a list.
Create Contact List

Creates a new contact list.
Delete Contact

Delete specific contact from list based on the contact ID.
Delete Contact List

Delete a specific contact list.
Send Fax

Sends a new fax.
Send MMS

Send a new MMS.
Send Post Letter

Sends an A4 PDF document via the post. The PDF is printed, folded, inserted into an envelope and posted to any address globally.
Send Postcard

Sends a postcard via the post. The PDF is printed and delivered to any address globally.
Send SMS

Sends a new SMS.
Send SMS to Contact List

Sends a new SMS to a list of contacts.
Send Voice

Send a Voice Text-to-speech message to a mobile phone or landline.
Create Document

Creates a document from a templates.

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

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick PandaDoc as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from ClickSend SMS to PandaDoc.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.