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Intercom + PandaDoc Integrations

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

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

Intercom is a customer communication platform built for business, used by many businesses from small start-ups to global enterprises. It enables targeted communication with customers on your website, inside your web and mobile apps, and by e-mail.

About PandaDoc

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

PandaDoc Integrations

Best ways to Integrate Intercom + PandaDoc

  • Intercom PandaDoc

    Intercom + PandaDoc

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

    Intercom + PandaDoc

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

    Intercom + PandaDoc

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

    PandaDoc + Intercom

    Create/Update Lead from Intercom from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    Intercom Document Status Changed
     
    Then do this...
    Intercom Create/Update Lead
  • Intercom Intercom

    PandaDoc + Intercom

    Create/Update User from Intercom from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    Intercom Document Status Changed
     
    Then do this...
    Intercom Create/Update User
  • Intercom {{item.actionAppName}}

    Intercom + {{item.actionAppName}}

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

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

    Triggers
  • New Closed Conversation

    Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).

  • New Conversation

    Triggers when a new conversation is created by a user in Intercom.

  • New Lead

    Triggers when a new Lead is created.

  • New User

    Triggers when a new user is created.

  • 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/Update Lead

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

  • Create/Update User

    Update a user within Intercom given their e-mail address.

  • Send Incoming Message

    Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.

  • Create Document

    Creates a document from a templates.

How Intercom & PandaDoc Integrations Work

  1. Step 1: Choose Intercom 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 Intercom to PandaDoc.

    (2 minutes)

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