Integrate SendGrid with PandaDoc

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

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About SendGrid

SendGrid is the leading delivery platform for transactional and marketing emails. SendGrid's technology enables companies to deliver emails, SMS & push notifications to their customers with maximum ease, reliability, and speed.

About PandaDoc

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

PandaDoc Integrations

Best SendGrid and PandaDoc Integrations

  • SendGrid Integration SendGrid Integration

    PandaDoc + SendGrid

    Send Email in SendGrid when Document Status Changed is added to PandaDoc Read More...
    Close
    When this happens...
    SendGrid Integration Document Status Changed
     
    Then do this...
    SendGrid Integration Send Email
  • SendGrid Integration SendGrid Integration

    PandaDoc + SendGrid

    Send Email in SendGrid when Document Completed is added to PandaDoc Read More...
    Close
    When this happens...
    SendGrid Integration Document Completed
     
    Then do this...
    SendGrid Integration Send Email
  • SendGrid Integration SendGrid Integration

    PandaDoc + SendGrid

    Send Email in SendGrid when Document Sent is added to PandaDoc Read More...
    Close
    When this happens...
    SendGrid Integration Document Sent
     
    Then do this...
    SendGrid Integration Send Email
  • SendGrid Integration SendGrid Integration

    PandaDoc + SendGrid

    Send Email in SendGrid when Document Paid is added to PandaDoc Read More...
    Close
    When this happens...
    SendGrid Integration Document Paid
     
    Then do this...
    SendGrid Integration Send Email
  • SendGrid Integration SendGrid Integration

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors Read More...
    Close
    When this happens...
    SendGrid Integration New Visitor
     
    Then do this...
    SendGrid Integration Send Email
    Want to send emails to your new Pendo Visitors? Give this Pendo-SendGrid integration a shot. Set it up and whenever when a person visits on your website/app, Pendo will monitor their journey and pass that information to Appy Pie Connect where a targeted email will be sent to them via SendGrid.
    How this Pendo-SendGrid integration works
    • A new visitor is added to your Pendo account
    • Appy Pie Connect will automatically them SendGrid email based on their interest.
    What You Need
    • A Pendo account
    • A SendGrid account
  • SendGrid Integration {{item.actionAppName}} Integration

    SendGrid + {{item.actionAppName}}

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

It's easy to connect SendGrid + PandaDoc 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
  • Add Update contact

    Creates or updates a contact.

  • Send Email

    Sends an Email.

  • Create Document

    Creates a document from a templates.

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

How SendGrid & PandaDoc Integrations Work

  1. Step 1: Choose SendGrid 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 PandaDoc 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 SendGrid to PandaDoc.

    (2 minutes)

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