Integrate SugarCRM with PandaDoc
Appy Pie Connect allows you to automate multiple workflows between SugarCRM and PandaDoc
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SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.
About PandaDoc
PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
Want to explore SugarCRM + PandaDoc quick connects for faster integration? Here’s our list of the best SugarCRM + PandaDoc quick connects.
Explore quick connectsIt's easy to connect SugarCRM + PandaDoc without coding knowledge. Start creating your own business flow.
- Triggers
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New CaseTriggers when you add a new case
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New ContactTriggers when you add a new contact
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New LeadTriggers when you add a new lead
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New OpportunityTriggers when you add a new opportunity
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New TaskTriggers when you add a new task
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New UserTriggers when you add a new user
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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.
- Actions
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Create CaseCreate a new case
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Create DocumentCreates a document from a templates.
How SugarCRM & PandaDoc Integrations Work
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Step 1: Choose SugarCRM 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 PandaDoc 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 SugarCRM to PandaDoc.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.