Integrate PandaDoc with Zendesk

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

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About PandaDoc

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

About Zendesk

Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.

Zendesk Integrations
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Best PandaDoc and Zendesk Integrations

  • PandaDoc Integration Zendesk Integration

    PandaDoc + Zendesk

    Create Ticket from Zendesk from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    PandaDoc Integration Document Status Changed
     
    Then do this...
    Zendesk Integration Create Ticket
  • PandaDoc Integration Zendesk Integration

    PandaDoc + Zendesk

    Update User in Zendesk when Document Status Changed is added to PandaDoc Read More...
    Close
    When this happens...
    PandaDoc Integration Document Status Changed
     
    Then do this...
    Zendesk Integration Update User
  • PandaDoc Integration Zendesk Integration

    PandaDoc + Zendesk

    Create User from Zendesk from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    PandaDoc Integration Document Status Changed
     
    Then do this...
    Zendesk Integration Create User
  • PandaDoc Integration Zendesk Integration

    PandaDoc + Zendesk

    Create Organization from Zendesk from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    PandaDoc Integration Document Status Changed
     
    Then do this...
    Zendesk Integration Create Organization
  • PandaDoc Integration Zendesk Integration

    PandaDoc + Zendesk

    Update Ticket in Zendesk when Document Status Changed is added to PandaDoc Read More...
    Close
    When this happens...
    PandaDoc Integration Document Status Changed
     
    Then do this...
    Zendesk Integration Update Ticket
  • PandaDoc Integration {{item.actionAppName}} Integration

    PandaDoc + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect PandaDoc + Zendesk in easier way

It's easy to connect PandaDoc + Zendesk 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.

  • New Group

    Triggers every time a new group is created in Zendesk.

  • New Organization

    Triggers once a new organization is added to Zendesk.

  • New Ticket

    Triggers every time a new ticket is added to a view.

  • New User

    Triggers when a new user is created in Zendesk.

  • Updated Ticket

    Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).

    Actions
  • Create Document

    Creates a document from a templates.

  • Create Organization

    Create a new organization.

  • Create Ticket

    Create a new ticket.

  • Create User

    Create a new user.

  • Update Organization

    Update an existing organization.

  • Update Ticket

    Modify an existing ticket status or add comments.

  • Update User

    Modify an existing user.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How PandaDoc & Zendesk 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 Zendesk 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 Zendesk.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.