PandaDoc

the pandadoc modules allow you to watch, create, update, and delete the documents and contacts in your pandadoc account easily connect pandadoc with 600+ ready made apps that automatically manage your document creation workflows – ! https //www pandadoc com/integrations/integration platforms/integromat?utm source=integromat site page\&utm medium=partner\&utm campaign=2021 2 inbd integration websitevisit pandadoc integromat page to get started with pandadoc, create an account at signup pandadoc com https //signup pandadoc com/ for a list of endpoints, refer to the pandadoc api documentation https //developers pandadoc com/reference/about connecting pandadoc to make to connect your pandadoc log in to your make account, add any pandadoc module to a {{scenario singular lowercase}} , and click the add button next to the connection field optional in the connection name field, enter a name for the connection click save if prompted, log in to your pandadoc account confirm the access by clicking authorize the connection has been established build pandadoc {{scenario plural}} after connecting the app, you can perform the following actions watch documents triggers when a document event occurs according to the event parameter for more information, see the section pandadoc docid\ ol4pkyb azj2ets47ht3x search documents searches for documents by given parameters get a document gets the details of a document create a document creates a new document create a document from a file creates a document from a file download a document downloads a document in pdf format delete a document deletes a document list contacts retrieves a list of all contacts get a contact gets the details of a contact create a contact creates a new contact update a contact updates an existing contact delete a contact deletes a contact make an api call performs an arbitrary authorized api call watch documents triggers when specified document event occurs login to your pandadoc account, navigate to settings > integrations , and enable the webhooks (pandadoc paid account needed) login to make, open the watch documents module, enter the details as following and click save webhook name enter a name for the webhook connection pandadoc docid\ ol4pkyb azj2ets47ht3x select an event select the events you want to watch state changed updated deleted completed webhook name enter the webhook name that will be used in your pandadoc account include products select whether you want to include the products in the webhook payload include tokens select whether you want to include the tokens include fields select whether you want to include the fields include metadata select whether you want to include the metadata include pricing select whether you want to include the pricing