Integrating PandaDoc with Deskpro by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between PandaDoc and Deskpro
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PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
About Deskpro
Deskpro is dynamic helpdesk software that delivers memorable customer experiences to your customers or internal users.
Integrations for DeskproIt's easy to connect PandaDoc + Deskpro without coding knowledge. Start creating your own business flow.
- Triggers
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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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New OrganizationTriggers when a new organization is created.
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New Person
Triggers when a new person is created.
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New Ticket
Triggers when a new ticket is created.
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New Ticket Reply
Triggers when a ticket is answered.
- Actions
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Create Document
Creates a document from a templates.
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Send Document
Send a document.
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Add Message to Ticket
Add a new note to an existing ticket.
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Create Organization
Create a new organization.
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Create Person
Creates a new person.
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Create Ticket
Creates a new ticket.
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Update Ticket
Update an existing ticket.
How PandaDoc & Deskpro Integrations Work
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Step 1: Choose PandaDoc as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Deskpro 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 PandaDoc to Deskpro.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.