Integrate PandaDoc with CloudTalk

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

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About PandaDoc

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

About CloudTalk

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.

Explore 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.

  • Actions
  • Create Document

    Creates a document from a templates.

  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

How PandaDoc & CloudTalk 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 CloudTalk 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 CloudTalk.

    (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