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Integrate kanban Tool with PandaDoc

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

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About kanban Tool

Kanban is a visual tool that provides a clear picture of the current work state and facilitates cooperation and communication among team members.

About PandaDoc

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

PandaDoc Integrations

Best ways to Integrate kanban Tool + PandaDoc

  • kanban Tool Integration PandaDoc Integration

    kanban Tool + PandaDoc

    Create Document to PandaDoc from New board in kanban Tool Read More...
    Close
    When this happens...
    kanban Tool Integration New board
     
    Then do this...
    PandaDoc Integration Create Document
  • kanban Tool Integration PandaDoc Integration

    kanban Tool + PandaDoc

    Create Document to PandaDoc from New workflow stage in kanban Tool Read More...
    Close
    When this happens...
    kanban Tool Integration New workflow stage
     
    Then do this...
    PandaDoc Integration Create Document
  • kanban Tool Integration PandaDoc Integration

    kanban Tool + PandaDoc

    Create Document to PandaDoc from New task in kanban Tool Read More...
    Close
    When this happens...
    kanban Tool Integration New task
     
    Then do this...
    PandaDoc Integration Create Document
  • kanban Tool Integration PandaDoc Integration

    kanban Tool + PandaDoc

    Create Document to PandaDoc from New card type in kanban Tool Read More...
    Close
    When this happens...
    kanban Tool Integration New card type
     
    Then do this...
    PandaDoc Integration Create Document
  • kanban Tool Integration PandaDoc Integration

    kanban Tool + PandaDoc

    Create Document to PandaDoc from New swimlane in kanban Tool Read More...
    Close
    When this happens...
    kanban Tool Integration New swimlane
     
    Then do this...
    PandaDoc Integration Create Document
  • kanban Tool Integration {{item.actionAppName}} Integration

    kanban Tool + {{item.actionAppName}}

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

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

    Triggers
  • New activity on a board

    Triggers when a new activity on a board is made.

  • New board

    Triggers when a new board is created.

  • New card type

    Triggers when a new card type is defined for a board.

  • New checklist item

    Triggers when a new checklist item is added to a task.

  • New comment

    Triggers when a new comment is added to a task.

  • New swimlane

    Triggers when a new swimlane is created for a board.

  • New task

    Triggers when a new task is added.

  • New workflow stage

    Triggers when a new workflow stage is created for a board.

  • Task archived

    Triggers when a task is archived.

  • Task moved

    Triggers when a task is moved to another workflow stage or swimlane.

  • Task updated

    Triggers when a task is 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
  • Archive task

    Archives a specific task.

  • Complete checklist item

    Completes an existing checklist item on a task.

  • Create checklist item

    Creates a new checklist item on a task.

  • Create comment

    Writes a new comment on a specific task.

  • Create task

    Creates a new task on a specific board.

  • Delete checklist item

    Deletes a checklist item from a task.

  • Delete task

    Deletes a specific task.

  • Move task

    Moves a specific task between workflow stages and swimlanes.

  • Update task

    Updates a task's name, description, due date or other details.

  • 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 kanban Tool & PandaDoc Integrations Work

  1. Step 1: Choose kanban Tool 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 kanban Tool to PandaDoc.

    (2 minutes)

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