Integrate PandaDoc with BulkGate

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

  • No code
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  • Lightning Fast Setup
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About PandaDoc

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

About BulkGate

BulkGate is a messaging platform that lets you engage with your consumers by SMS and other methods from anywhere in the world.

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

Explore quick connects
Connect PandaDoc + BulkGate in easier way

It's easy to connect PandaDoc + BulkGate 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.

  • Actions
  • Create Document

    Creates a document from a templates.

  • Send Promotional SMS

    Sends Promotional SMS to a set of specified phone numbers.

  • Send Transactional SMS

    Sends transactional SMS to specified phone number. It is strictly prohibited to exploit SMS notification for promotional/marketing uses. It must be used for notification purposes only - as a transactional SMS.

How PandaDoc & BulkGate Integrations Work

  1. Step 1: Choose PandaDoc 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 BulkGate 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 PandaDoc to BulkGate.

    (2 minutes)

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

Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm