Integrate PandaDoc with Keap

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

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

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PandaDoc Integrations

About PandaDoc

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

About Keap

Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.

PandaDoc + Keap Quick Connects

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

Explore quick connects

Connect PandaDoc + Keap in easier way

It's easy to connect PandaDoc + Keap 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 Appointment

Triggers when a new appointment created.
New Company

Triggers when a new company created.
New Contact

Triggers when a new contact created.
New Invoice

Trigger when a new invoice created.
New Payment

Trigger when a new payment received.
New Tag

Triggers when new tag is created.
New Task

Triggers when a new task is created.
Tag Added to Contact in Keap

Triggers when a tag is added to a contact the first time.
Updated Contact

Triggers when an existing contact is updated.

Actions
Create Document

Creates a document from a templates.
Create Company

Creates a new company.
Create Invoice

Creates a new invoice.
Create Note

Creates a new note on a contact record.
Create Task

Creates a new task.
Create or Update Contact

Creates a new contact or updates an existing contact.
Tag Contact

Apply tags to a contact.

How PandaDoc & Keap Integrations Work

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 Keap 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 Keap.

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