Integrate PandaDoc with Customerly

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

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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 Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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

Explore quick connects
Connect PandaDoc + Customerly in easier way

It's easy to connect PandaDoc + Customerly 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 Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • Actions
  • Create Document

    Creates a document from a templates.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How PandaDoc & Customerly 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 Customerly 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 Customerly .

    (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 November 09,2022 06:11 pm