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Tookan + PandaDoc Integrations

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

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

Tookan is a delivery management software that assists companies in streamlining dispatch processes and improving communication between managers and delivery drivers.

About PandaDoc

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

PandaDoc Integrations

Best ways to Integrate Tookan + PandaDoc

  • Tookan PandaDoc

    Tookan + PandaDoc

    Create Document to PandaDoc from New Task in Tookan Read More...
    Close
    When this happens...
    Tookan New Task
     
    Then do this...
    PandaDoc Create Document
  • Tookan Tookan

    PandaDoc + Tookan

    Add Customer in Tookan when Document Status Changed is added to PandaDoc Read More...
    Close
    When this happens...
    Tookan Document Status Changed
     
    Then do this...
    Tookan Add Customer
  • Tookan Tookan

    PandaDoc + Tookan

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

    PandaDoc + Tookan

    Create a Pickup Task from Tookan from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    Tookan Document Status Changed
     
    Then do this...
    Tookan Create a Pickup Task
  • Tookan Tookan

    PandaDoc + Tookan

    Create a Delivery Task from Tookan from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    Tookan Document Status Changed
     
    Then do this...
    Tookan Create a Delivery Task
  • Tookan {{item.actionAppName}}

    Tookan + {{item.actionAppName}}

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

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

    Triggers
  • New Task

    Trigger when new task 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
  • Add Agent

    Adds a new agent

  • Add Customer

    Create a new customer.

  • Create a Delivery Task

    Create a Delivery Task

  • Create a Pick and Delivery Task

    Create a Pick and Delivery Task.

  • Create a Pickup Task

    Creates a pick task.

  • Create an Appointment Task

    Create an Appointment Task

  • Create an FOS Workflow Task

    Create an FOS Workflow Task.

  • Create Document

    Creates a document from a templates.

How Tookan & PandaDoc Integrations Work

  1. Step 1: Choose Tookan 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 Tookan to PandaDoc.

    (2 minutes)

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