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Zoho Projects + PandaDoc Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho Projects

Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.

About PandaDoc

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

PandaDoc Integrations

Best ways to Integrate Zoho Projects + PandaDoc

  • Zoho Projects Gmail

    PandaDoc + Gmail

    Create Draft from Gmail from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    Zoho Projects Document Status Changed
     
    Then do this...
    Gmail Create Draft
  • Zoho Projects Gmail

    PandaDoc + Gmail

    Send Email in Gmail when Document Status Changed is added to PandaDoc Read More...
    Close
    When this happens...
    Zoho Projects Document Status Changed
     
    Then do this...
    Gmail Send Email
  • Zoho Projects Gmail

    PandaDoc + Gmail

    Create Label from Gmail from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    Zoho Projects Document Status Changed
     
    Then do this...
    Gmail Create Label
  • Zoho Projects Google Sheets

    PandaDoc + Google Sheets

    Create Spreadsheet Row from Google Sheets from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    Zoho Projects Document Status Changed
     
    Then do this...
    Google Sheets Create Spreadsheet Row
  • Zoho Projects Google Sheets

    PandaDoc + Google Sheets

    Update Spreadsheet Row in Google Sheets when Document Status Changed is added to PandaDoc Read More...
    Close
    When this happens...
    Zoho Projects Document Status Changed
     
    Then do this...
    Google Sheets Update Spreadsheet Row
  • Zoho Projects {{item.actionAppName}}

    Zoho Projects + {{item.actionAppName}}

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

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

    Triggers
  • New Bug

    Triggers when a new bug/issue is created.

  • New File

    Triggers when a new file is added.

  • New Log Time

    Triggers when a new log-time is created.

  • New Milestone

    Triggers when a new milestone is created.

  • New Project

    Trigger when a new project is created.

  • New Task

    Triggers when a task is created or completed.

  • New Task List

    Triggers when a new tasklist 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
  • Add Log Time

    Creates a new log time.

  • Create Bug

    Creates a new Bug.

  • Create Milestone

    Creates a new Milestone.

  • Create Project

    Creates a new Project.

  • Create Task

    Creates a new Task.

  • Create Task List

    Creates a new Task List.

  • Update Project

    Updates existing project.

  • Create Document

    Creates a document from a templates.

How Zoho Projects & PandaDoc Integrations Work

  1. Step 1: Choose Zoho Projects 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 Zoho Projects to PandaDoc.

    (2 minutes)

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