Integrate PandaDoc with SendGrid

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

  • 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 SendGrid

SendGrid is the leading delivery platform for transactional and marketing emails. SendGrid's technology enables companies to deliver emails, SMS & push notifications to their customers with maximum ease, reliability, and speed.

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

Explore quick connects

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Connect PandaDoc + SendGrid in easier way

It's easy to connect PandaDoc + SendGrid 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.

  • Actions
  • Create Document

    Creates a document from a templates.

  • Add Update contact

    Creates or updates a contact.

  • Send Email

    Sends an Email.

How PandaDoc & SendGrid 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 SendGrid 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 SendGrid.

    (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