Integrate PandaDoc with pipelinedeals

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

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

Award Winning App Integration Platform

About PandaDoc

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

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

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

Connect PandaDoc + pipelinedeals in easier way

It's easy to connect PandaDoc + pipelinedeals 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.
Deal Status Changed

Triggers when a deal in your PipelineDeals account is updated from one status to another.
Moved Deal

Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
New Company

Triggers when a new company is created in your PipelineDeals account.
New Deal

Triggers when a new deal is created in your PipelineDeals account.
New Person

Triggers when a new person, lead, or contact is created in your PipelineDeals account.
get event categories

get event categories
list Person

Hidden Trigger to list Person list
list deal stages

list deal stages

Actions
Create Document

Creates a document from a templates.
Create Activity

Creates a new activity associated to an existing person, company or deal.
Create Company

Creates a new company in your PipelineDeals account.
Create Deal

Creates a new deal in your PipelineDeals account.
Create Person

Creates a new person in your PipelineDeals account.
Create Task

Creates a new calendar task in your PipelineDeals account.
Update Company

Updates an existing company in your PipelineDeals account.
Update Deal

Updates an existing deal in your PipelineDeals account.
Update Person

Updates an existing person in your PipelineDeals account.

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 pipelinedeals 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 pipelinedeals.

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