Circle

PandaDoc

Circle and Pandadoc Integration

Seamlessly connect Circle's community platform with PandaDoc's document automation to streamline your member agreements and contracts.

Get Started See Ayudo in action

Explore Triggers and Actions

New Comment Posted

Trigger new event each time a new comment is posted in the selected community space.

New Post Published

Trigger new event each time a new post gets published in the community.

Create Folder

Create a new folder to store your documents.

Get Document Details

Return detailed data about a document.

Create or Update Contact

This method adds or updates a contact using the email as index.

Get Document Status

Get basic status info about a document.

List Contacts

List all contacts within an account.

List Document Attachments

Returns a list of attachments associated with a specified document.

List Documents

List documents, optionally filtering by a search query or tags.

List Folders

List folders which contain Documents.

Send Document

Move a document to sent status and send an optional email.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Circle and Pandadoc?

The Circle and PandaDoc integration empowers community managers to automate document workflows directly within their Circle workspace. Easily generate, send, and track contracts, proposals, and agreements without leaving your community platform. This integration simplifies member onboarding, sponsorship agreements, and partnership contracts by combining Circle’s engagement tools with PandaDoc’s powerful document automation.

Frequently asked questions

What does the Circle and PandaDoc integration do?

It allows you to create, send, and manage PandaDoc documents such as contracts and proposals directly from your Circle community, streamlining your document workflows and member management.

How do I set up the integration between Circle and PandaDoc?

You can connect your Circle account with PandaDoc through the integrations settings in Circle. Simply authenticate your PandaDoc account and configure your document templates to start automating workflows.

Can I automate member onboarding documents with this integration?

Yes, you can automate sending onboarding contracts and agreements to new members, ensuring a smooth and professional onboarding experience.

Is it possible to track document status within Circle?

Absolutely. The integration provides real-time updates on document status such as sent, viewed, and signed, directly within your Circle dashboard.

Do I need a PandaDoc subscription to use this integration?

Yes, a PandaDoc account is required to use the document automation features, but you can choose the plan that best fits your needs.

Circle and Pandadoc Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Circle and Pandadoc?

Frequently asked questions

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