Integrating PandaDoc with Knack by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between PandaDoc and Knack
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PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
About Knack
Knack is a web-based database management platform that enables businesses to create online databases that can be viewed from anywhere.
Integrations for KnackIt's easy to connect PandaDoc + Knack 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 RecordTriggers when a new record is created.
- 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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Create Record
Creates a record to your knack database.
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Update Record
Updates a record on your knack database.
How PandaDoc & Knack 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 Knack 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 Knack.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.