Zoho Invoice + PandaDoc Integrations
Syncing Zoho Invoice with PandaDoc is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.
About PandaDoc
PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
PandaDoc IntegrationsIt's easy to connect Zoho Invoice + PandaDoc without coding knowledge. Start creating your own business flow.
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New ContactTriggers when a new Contact is added.
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New Contact Person
Triggers when a new point of contact is added to an existing contact.
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New Invoice
Trigger on a new invoice (with line item support).
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New Project
Triggered when a new project is added.
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Document CompletedTriggers when a document is completed.
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Document Paid
Triggers when a document is paid.
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Document Sent
Triggers when a document is sent.
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Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
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Create Contact
Creates a new contact.
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Create Contact Person
Creates a new point of contact for a specific contact.
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Create Invoice
Creates a new invoice.
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Create Document
Creates a document from a templates.
How Zoho Invoice & PandaDoc Integrations Work
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Step 1: Choose Zoho Invoice 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 Zoho Invoice to PandaDoc.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
