Integrate Textline with PandaDoc
Appy Pie Connect allows you to automate multiple workflows between Textline and PandaDoc
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Textline is a business texting app that lets you text message customers from your computer. SMS is the most convenient communication channel for your team.
About PandaDoc
PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
Want to explore Textline + PandaDoc quick connects for faster integration? Here’s our list of the best Textline + PandaDoc quick connects.
Explore quick connectsIt's easy to connect Textline + PandaDoc without coding knowledge. Start creating your own business flow.
- Triggers
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New Contact MessageTriggers when a new contact message is created.
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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 or update ContactCreates a contact.
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Send AnnouncementSend an announcement to one or more contact. This can be done by the phone number(s), tags or saved search.
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Send MessageSends a new Message.
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Send SurveySend a survey to one or more contact. This can be done by the phone number(s), tags or saved search
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Update Agent StatusUpdates a agent availability in textline.
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Create DocumentCreates a document from a templates.
How Textline & PandaDoc Integrations Work
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Step 1: Choose Textline 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 Textline to PandaDoc.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.