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