Integrating PandaDoc with Square by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between PandaDoc and Square
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Award Winning App Integration Platform
PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
About Square
Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.
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It's easy to connect PandaDoc + Square 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 AppointmentTriggers when a new appointment is created.
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New Customer
Triggers when a new customeer occurred.
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New Order
Triggers when a new order is created.
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New Paid Invoice
Triggers when a invoice is paid is created
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New Transaction
Triggers when a new transaction is processed.
- 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 Customer
Creates a customer.
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Create Order
Creates an order.
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Upsert Catalog Object
Creates or updates the target CatalogObject
How PandaDoc & Square 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 Square 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 Square.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.