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Integrate Zendesk with PandaDoc

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

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About Zendesk

Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.

About PandaDoc

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

PandaDoc Integrations

Best ways to Integrate Zendesk + PandaDoc

  • Zendesk Integration PandaDoc Integration

    Zendesk + PandaDoc

    Create Document to PandaDoc from New User in Zendesk Read More...
    Close
    When this happens...
    Zendesk Integration New User
     
    Then do this...
    PandaDoc Integration Create Document
  • Zendesk Integration PandaDoc Integration

    Zendesk + PandaDoc

    Create Document to PandaDoc from New Group in Zendesk Read More...
    Close
    When this happens...
    Zendesk Integration New Group
     
    Then do this...
    PandaDoc Integration Create Document
  • Zendesk Integration PandaDoc Integration

    Zendesk + PandaDoc

    Create Document to PandaDoc from New Organization in Zendesk Read More...
    Close
    When this happens...
    Zendesk Integration New Organization
     
    Then do this...
    PandaDoc Integration Create Document
  • Zendesk Integration PandaDoc Integration

    Zendesk + PandaDoc

    Create Document to PandaDoc from New Ticket in Zendesk Read More...
    Close
    When this happens...
    Zendesk Integration New Ticket
     
    Then do this...
    PandaDoc Integration Create Document
  • Zendesk Integration PandaDoc Integration

    Zendesk + PandaDoc

    Create Document from PandaDoc from Updated Ticket to Zendesk Read More...
    Close
    When this happens...
    Zendesk Integration Updated Ticket
     
    Then do this...
    PandaDoc Integration Create Document
  • Zendesk Integration {{item.actionAppName}} Integration

    Zendesk + {{item.actionAppName}}

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

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

    Triggers
  • New Group

    Triggers every time a new group is created in Zendesk.

  • New Organization

    Triggers once a new organization is added to Zendesk.

  • New Ticket

    Triggers every time a new ticket is added to a view.

  • New User

    Triggers when a new user is created in Zendesk.

  • Updated Ticket

    Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).

  • 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 Organization

    Create a new organization.

  • Create Ticket

    Create a new ticket.

  • Create User

    Create a new user.

  • Update Organization

    Update an existing organization.

  • Update Ticket

    Modify an existing ticket status or add comments.

  • Update User

    Modify an existing user.

  • 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 Zendesk & PandaDoc Integrations Work

  1. Step 1: Choose Zendesk 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 Zendesk to PandaDoc.

    (2 minutes)

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