Integrating SugarCRM with PandaDoc by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between SugarCRM and PandaDoc
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SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.
About PandaDoc
PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
Integrations for PandaDocIt's easy to connect SugarCRM + PandaDoc without coding knowledge. Start creating your own business flow.
- Triggers
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New CaseTriggers when you add a new case
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New Contact
Triggers when you add a new contact
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New Lead
Triggers when you add a new lead
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New Opportunity
Triggers when you add a new opportunity
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New Task
Triggers when you add a new task
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New User
Triggers when you add a new user
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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 Case
Create a new case
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Create Document
Creates a document from a templates.
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Send Document
Send a document.
How SugarCRM & PandaDoc Integrations Work
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Step 1: Choose SugarCRM 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 SugarCRM to PandaDoc.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.