Integrate PandaDoc with Colligso TextIn

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

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

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PandaDoc Integrations

About PandaDoc

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

About Colligso TextIn

Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.

PandaDoc + Colligso TextIn Quick Connects

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

Explore quick connects

Connect PandaDoc + Colligso TextIn in easier way

It's easy to connect PandaDoc + Colligso TextIn 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.
Create Customer

Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.
Create Order

Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.
Get Permission

Get opt-in for marketing

How PandaDoc & Colligso TextIn 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 Colligso TextIn 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 Colligso TextIn.

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