Integrate PandaDoc with Zoho Projects

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

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

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PandaDoc Integrations

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.

PandaDoc + Zoho Projects Quick Connects

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

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 Zoho Projects 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 Zoho Projects.

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