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Integrate Mailshake with PandaDoc

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

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About Mailshake

Mailshake is an email outreach tool that has features like mail merge and auto follow-ups to make email outreach fast and effective. Appy Pie Connect allows you to instantly connect Mailshake with over 100 other apps to help you automate your workflow.

About PandaDoc

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

PandaDoc Integrations

Best ways to Integrate Mailshake + PandaDoc

  • Mailshake Integration PandaDoc Integration

    Mailshake + PandaDoc

    Create Document to PandaDoc from New Click in Mailshake Read More...
    Close
    When this happens...
    Mailshake Integration New Click
     
    Then do this...
    PandaDoc Integration Create Document
  • Mailshake Integration PandaDoc Integration

    Mailshake + PandaDoc

    Create Document to PandaDoc from New Open in Mailshake Read More...
    Close
    When this happens...
    Mailshake Integration New Open
     
    Then do this...
    PandaDoc Integration Create Document
  • Mailshake Integration PandaDoc Integration

    Mailshake + PandaDoc

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

    Mailshake + PandaDoc

    Create Document to PandaDoc from New Message Sent in Mailshake Read More...
    Close
    When this happens...
    Mailshake Integration New Message Sent
     
    Then do this...
    PandaDoc Integration Create Document
  • Mailshake Integration PandaDoc Integration

    Mailshake + PandaDoc

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

    Mailshake + {{item.actionAppName}}

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

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

    Triggers
  • New Click

    Triggers when a recipient clicks on a link.

  • New Lead

    Triggers when a lead is created.

  • New Lead Status

    Triggers when the status of a lead changes.

  • New Message Sent

    Triggers when an email is sent to a recipient from one of the campaign sequence messages.

  • New Open

    Triggers when a recipient opens an email.

  • New Reply

    Triggers when a recipient replies to one of your messages.

  • 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 Recipient by Email Address

    Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.

  • Add Recipients by Email Addresses

    Adds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent

  • Create Leads

    Creates leads from existing recipients that match the given email addresses.

  • Pause Unpause Campaign

    Pauses or unpauses all sending for a campaign. When pausing, emails currently being sent will not be stopped. When unpausing, the sending calendar will be rescheduled to account for any pending emails.

  • Pause Unpause Recipient

    Pauses or unpauses a recipient from receiving pending emails. WARNING: When unpausing, this may cause emails to be sent immediately.

  • Unsubscribe Recipients

    Unsubscribes one or more recipients from all current and future campaigns for your team.

  • Update Lead Status

    Updates lead status to Won, Lost, Ignored, or Reopened.

  • 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 Mailshake & PandaDoc Integrations Work

  1. Step 1: Choose Mailshake 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 Mailshake to PandaDoc.

    (2 minutes)

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