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Textline + PandaDoc Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Textline

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

PandaDoc Integrations

Best ways to Integrate Textline + PandaDoc

  • Textline PandaDoc

    Textline + PandaDoc

    Create Document to PandaDoc from New Contact Message in Textline Read More...
    Close
    When this happens...
    Textline New Contact Message
     
    Then do this...
    PandaDoc Create Document
  • Textline Textline

    PandaDoc + Textline

    Create or update Contact from Textline from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    Textline Document Status Changed
     
    Then do this...
    Textline Create or update Contact
  • Textline Textline

    PandaDoc + Textline

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

    PandaDoc + Textline

    Update Agent Status in Textline when Document Status Changed is added to PandaDoc Read More...
    Close
    When this happens...
    Textline Document Status Changed
     
    Then do this...
    Textline Update Agent Status
  • Textline Textline

    PandaDoc + Textline

    Send Announcement in Textline when Document Status Changed is added to PandaDoc Read More...
    Close
    When this happens...
    Textline Document Status Changed
     
    Then do this...
    Textline Send Announcement
  • Textline {{item.actionAppName}}

    Textline + {{item.actionAppName}}

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

It's easy to connect Textline + PandaDoc without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact Message

    Triggers when a new contact message is created.

  • 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
  • Create or update Contact

    Creates a contact.

  • Send Announcement

    Send an announcement to one or more contact. This can be done by the phone number(s), tags or saved search.

  • Send Message

    Sends a new Message.

  • Send Survey

    Send a survey to one or more contact. This can be done by the phone number(s), tags or saved search

  • Update Agent Status

    Updates a agent availability in textline.

  • Create Document

    Creates a document from a templates.

How Textline & PandaDoc Integrations Work

  1. Step 1: Choose Textline 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 Textline to PandaDoc.

    (2 minutes)

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