Integrate PandaDoc with Gist

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

  • No code
  • No Credit Card
  • 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 Gist

Gist is an all-in-one email marketing automation, live chat & help desk platform.

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

Explore quick connects
Connect PandaDoc + Gist in easier way

It's easy to connect PandaDoc + Gist 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 Contact

    Triggers when you add a new contact.

  • Actions
  • Create Document

    Creates a document from a templates.

  • Add Tag to an Existing Contact

    Apply a tag to an existing contact.

  • Create or Update Contact

    Creates a new Contact or updates an existing one.

  • Remove Tag From Existing Contact

    Removes a tag from an existing contact.

  • Subscribe to a Campaign

    Subscribes a contact to a specific campaign.

  • Unsubscribe From a Campaign

    Unsubscribes a contact from a specific campaign.

How PandaDoc & Gist 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 Gist 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 Gist.

    (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