Integrate Mailshake with PandaDoc
Appy Pie Connect allows you to automate multiple workflows between Mailshake and PandaDoc
- No code
- No Credit Card
- Lightning Fast Setup
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 IntegrationsBest ways to Integrate Mailshake + PandaDoc
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When this happens...
New Click
Then do this...
Create Document
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When this happens...
New Open
Then do this...
Create Document
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Mailshake + PandaDoc
Create Document to PandaDoc from New Lead Status in Mailshake Read More...When this happens...
New Lead Status
Then do this...
Create Document
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Mailshake + PandaDoc
Create Document to PandaDoc from New Message Sent in Mailshake Read More...When this happens...
New Message Sent
Then do this...
Create Document
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When this happens...
New Reply
Then do this...
Create Document
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Mailshake + PandaDoc without coding knowledge. Start creating your own business flow.
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New Click
Triggers when a recipient clicks on a link.
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New Lead
Triggers when a lead is created.
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New Lead Status
Triggers when the status of a lead changes.
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New Message Sent
Triggers when an email is sent to a recipient from one of the campaign sequence messages.
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New Open
Triggers when a recipient opens an email.
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New Reply
Triggers when a recipient replies to one of your messages.
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Document Completed
Triggers when a document is completed.
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Document Paid
Triggers when a document is paid.
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Document Sent
Triggers when a document is sent.
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Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
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Add Recipient by Email Address
Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.
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Add Recipients by Email Addresses
Adds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent
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Create Leads
Creates leads from existing recipients that match the given email addresses.
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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.
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Pause Unpause Recipient
Pauses or unpauses a recipient from receiving pending emails. WARNING: When unpausing, this may cause emails to be sent immediately.
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Unsubscribe Recipients
Unsubscribes one or more recipients from all current and future campaigns for your team.
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Update Lead Status
Updates lead status to Won, Lost, Ignored, or Reopened.
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Create Document
Creates a document from a templates.
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How Mailshake & PandaDoc Integrations Work
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Step 1: Choose Mailshake as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick PandaDoc as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Mailshake to PandaDoc.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
