Integrate PandaDoc with Nutshell

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

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

Award Winning App Integration Platform

About PandaDoc

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

Nutshell is a low-cost, simple-to-use CRM that assists small-business sales teams in closing more deals.

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

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Connect PandaDoc + Nutshell in easier way

It's easy to connect PandaDoc + Nutshell 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.
Lead Won

Triggers when a lead is won.
New Activity

Triggers when new Activity is created.
New Company

Triggers when new Company is created.
New Lead

Triggers when a new Lead is created.
New Person

Triggers when new Person is created.

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 Nutshell 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 Nutshell.

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