Integrate PandaDoc with CloudTalk

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

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

Award Winning App Integration Platform

About PandaDoc

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

CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.

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

Connect PandaDoc + CloudTalk in easier way

It's easy to connect PandaDoc + CloudTalk 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.
New Call

Triggers when call is made via CloudTalk.
New Contact

Triggers when a contact is created or updated in CloudTalk.

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 CloudTalk 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 CloudTalk.

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