Integrating Paymo with PandaDoc by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Paymo and PandaDoc
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Paymo is a full-featured online project management software for small and medium businesses that allows them to track the entire life cycle of a project, from initiating to completion.
About PandaDoc
PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
Integrations for PandaDocIt's easy to connect Paymo + PandaDoc without coding knowledge. Start creating your own business flow.
- Triggers
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New ClientTriggers when a new client is created.
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New Client Contact
Triggers when a new client contact is created
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New Invoice
Triggers when a new invoice is created.
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New Project
Triggers when a new project is created.
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New Report
Triggers when a new report is created.
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New Task
Triggers when a new task is created.
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New Task List
Triggers when a new task list is created.
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New Time Entry
Triggers when a new time entry is created.
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Updated Task
Triggers when a task is updated.
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Updated Time Entry
Triggers when a time entry is updated.
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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.
- Actions
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Create Client
Creates a client.
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Create Expense
Creates a expense.
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Create Invoice
Creates an invoice.
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Create Project
Creates a new project.
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Create Task
Creates a task.
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Create Task List
Creates a task list.
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Create Time Entry
Creates a time entry.
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Create Document
Creates a document from a templates.
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Send Document
Send a document.
How Paymo & PandaDoc Integrations Work
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Step 1: Choose Paymo 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 PandaDoc 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 Paymo to PandaDoc.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.