Integrate PandaDoc with Zoho Projects

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

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About PandaDoc

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

About Zoho Projects

Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.

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

Explore quick connects
Connect PandaDoc + Zoho Projects in easier way

It's easy to connect PandaDoc + Zoho Projects 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 Bug

    Triggers when a new bug/issue is created.

  • New File

    Triggers when a new file is added.

  • New Log Time

    Triggers when a new log-time is created.

  • New Milestone

    Triggers when a new milestone is created.

  • New Project

    Trigger when a new project is created.

  • New Task

    Triggers when a task is created or completed.

  • New Task List

    Triggers when a new tasklist is created.

  • Actions
  • Create Document

    Creates a document from a templates.

  • Add Log Time

    Creates a new log time.

  • Create Bug

    Creates a new Bug.

  • Create Milestone

    Creates a new Milestone.

  • Create Project

    Creates a new Project.

  • Create Task

    Creates a new Task.

  • Create Task List

    Creates a new Task List.

  • Update Project

    Updates existing project.

How PandaDoc & Zoho Projects 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 Zoho Projects 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 Zoho Projects.

    (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 February 01,2023 11:04 am