Integrate PandaDoc with Company Hub
Appy Pie Connect allows you to automate multiple workflows between PandaDoc and Company Hub
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PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
About Company Hub
CompanyHub is a highly customizable CRM that you can customize, write custom logic, and create automated alerts for and more without a single line of code.
Want to explore PandaDoc + Company Hub quick connects for faster integration? Here’s our list of the best PandaDoc + Company Hub quick connects.
Explore quick connectsIt's easy to connect PandaDoc + Company Hub without coding knowledge. Start creating your own business flow.
- Triggers
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Document CompletedTriggers when a document is completed.
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Document PaidTriggers when a document is paid.
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Document SentTriggers when a document is sent.
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Document Status ChangedTriggers when a document status changes to draft, sent, viewed, completed, paid, etc.
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New CompanyTriggers when a new company is created.
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New ContactTriggers when a contact is created.
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New DealTriggers when a new deal is created
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New QuoteTriggers when a new quote is created
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New RecordTriggers when a new record is created.
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New Sales OrderTriggers when a new salesorder is created
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New TaskTriggers when a new task is created.
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Record UpdatedTriggers when a existing record is updated.
- Actions
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Create DocumentCreates a document from a templates.
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Create CompanyCreates a new Company.
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Create ContactCreates a new contact.
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Create DealCreates a new deal.
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Create RecordCreates a new record in custom table.
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Update RecordUpdates an existing record.
How PandaDoc & Company Hub Integrations Work
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Step 1: Choose PandaDoc 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 Company Hub 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 PandaDoc to Company Hub.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
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