Integrate PandaDoc with Textline
Appy Pie Connect allows you to automate multiple workflows between PandaDoc and Textline
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PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
About Textline
Textline is a business texting app that lets you text message customers from your computer. SMS is the most convenient communication channel for your team.
Want to explore PandaDoc + Textline quick connects for faster integration? Here’s our list of the best PandaDoc + Textline quick connects.
Explore quick connectsIt's easy to connect PandaDoc + Textline without coding knowledge. Start creating your own business flow.
- Triggers
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Document CompletedTriggers when a document is completed.
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Document PaidTriggers when a document is paid.
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Document SentTriggers when a document is sent.
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Document Status ChangedTriggers when a document status changes to draft, sent, viewed, completed, paid, etc.
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New Contact MessageTriggers when a new contact message is created.
- Actions
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Create DocumentCreates a document from a templates.
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Create or update ContactCreates a contact.
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Send AnnouncementSend an announcement to one or more contact. This can be done by the phone number(s), tags or saved search.
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Send MessageSends a new Message.
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Send SurveySend a survey to one or more contact. This can be done by the phone number(s), tags or saved search
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Update Agent StatusUpdates a agent availability in textline.
How PandaDoc & Textline Integrations Work
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Step 1: Choose PandaDoc as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Textline as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from PandaDoc to Textline.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
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