Integrate PandaDoc with Agendor

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

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

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PandaDoc Integrations

About PandaDoc

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

About Agendor

Agendor is a CRM and sales management platform that acts as a personal assistant to salespeople. Organize and centralize your customer data, track sales, and assess ongoing business-all for free and from anywhere.

PandaDoc + Agendor Quick Connects

Want to explore PandaDoc + Agendor quick connects for faster integration? Here’s our list of the best PandaDoc + Agendor quick connects.

Explore quick connects

Connect PandaDoc + Agendor in easier way

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

Triggers
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.
Deal Lost

Triggers when a Deal (Negócio) is set as lost.
Deal Stage Changed

Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
Deal Won

Triggers when a Deal (Negócio) is set as won.
New Deal

Triggers when a new Deal (Negócio) is created.
New Organization

Triggers when a new Organization (Empresa) is created.
New Person

Triggers when a new Person (Pessoa) is created.
New Task

Triggers when a new Task (Tarefa/Comentário) is created.
Updated Deal

Triggers when a Deal (Negócio) is edited
Updated Organization

Triggers when an Organization (Empresa) is edited.
Updated Person

Triggers when a Person (Pessoa) is edited.

Actions
Create Document

Creates a document from a templates.

How PandaDoc & Agendor Integrations Work

Step 1: Choose PandaDoc 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 Agendor 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 PandaDoc to Agendor.

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