PandaDoc + Integración Hipcall

PandaDoc

El servicio PandaDoc ayuda a crear, aprobar, rastrear y firmar electrónicamente documentos.

Cuando esto sucede (Triggers)

Hacer esto (Acciones)

Create task
Creates a new task.
Update task
Updates an existing task.
Create contact
Creates a new contact.
Update contact
Updates an existing contact.
Create company
Creates a new company.
Update company
Updates an existing company.
Create deal
Creates a new deal.
Update deal
Updates an existing deal.
Call init
When a call start.
Call hangup
When the call hangup.
Create callback
When the caller create a new callback request.
PandaDoc
Recipient Completed a Document
Triggers when the recipient completed a document.
PandaDoc
Document State Changed
Triggers when a document state changed.
PandaDoc
Document Updated
Triggers when a document gets updated.
PandaDoc
Document Deleted
Triggers when a document gets deleted.
PandaDoc
Document Creation Failed
Triggers when a document creation gets failed.
PandaDoc
Create Document
Create a new document by template.
PandaDoc
Generate a Pricing Table Item
Generates a pricing table Item.
PandaDoc
Generate a Section Item
This action generates a Section Item JSON to map this in the create Pricing table JSON action.
PandaDoc
Get Document
Retrives detailed data about an existing document by document ID.
PandaDoc
Send Document
Move a document to sent status and send an optional email.
PandaDoc
Create New Contact
Creates a new contact.
PandaDoc
Update Contact
Updates an existing contact details.
PandaDoc
Get Contact
Retrives an existing contact details be ID.
PandaDoc
Delete Contact
Deletes an existing contact details be ID.
Create task (Coming soon)
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Create company (Coming soon)
Creates a new company.