Do everything in one place
Customize your PageUp and Pandadoc integration with the following
triggers and actions.
Triggers
When this happens…
Pandadoc
- New event Real-timeNew event in Pandadoc
Any other trigger you can think up
Actions
Do this…
PageUp
- Custom actionCustom action in PageUp (Custom)
- Create recordCreate record in PageUp
- Download documentDownload document from PageUp
- Get record details by IDGet details of specific record in PageUp
- Process offerProcess offer in PageUp
- Search recordsSearch for records in PageUp
- Set offer statusSet offer status in PageUp
- Submit applicationSubmit application in PageUp
- Reset offerReset offer in PageUp
- Update recordUpdate record in PageUp
- Upload documentUpload document to PageUp
- Upsert recordUpsert record in PageUp
Any other action you can think up
Pandadoc
- Create recordCreate record in Pandadoc
- Custom actionCustom action in Pandadoc
- Delete recordDelete record in Pandadoc
- Download documentDownload document in Pandadoc
- Get recordGet record in Pandadoc
- Search recordsSearch records in Pandadoc
- Send documentSend Document in Pandadoc
- Update recordUpdate record in Pandadoc
Any other action you can think up
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