Zoho Sheet + PandaDoc Integrations

Name: Appy Pie Connect
Rating: 4.9 (3174 reviews)

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

About Zoho Sheet

Zoho Sheet is a real-time spreadsheet app that lets you create, edit, share, and collaborate on spreadsheets in the cloud.

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

Connect Zoho Sheet + PandaDoc in easier way

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

Triggers

New Row

Triggers when a new row is created in a specified worksheet.
New Workbook

Triggers when a new workbook is created.
New Worksheet

Triggers when a new worksheet is created in a specified workbook.
Updated Column

Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along 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 Row

Creates a new row in the specified worksheet.
Create Worksheet

Creates a new worksheet in the specified workbook.
Delete Row

Deletes a particular row based on its index.
Search Row

Searches for a row/record in the specified worksheet based on some criteria.
Search and Delete Row

Searches and then deletes a row based on some criteria
Search and Update Row

Searches and then updates a row based on some criteria.
Update Row

Updates a particular row based on its index.
Create Document

Creates a document from a templates.

Step 1: Choose Zoho Sheet as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick PandaDoc as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Zoho Sheet to PandaDoc.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.