OpenPhone

PandaDoc

Openphone and Pandadoc Integration

Seamlessly connect OpenPhone with PandaDoc to streamline your sales communication and document workflows.

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Explore Triggers and Actions

New Call Recording Completed (Instant)

Trigger new event when a call recording has finished.

New Incoming Call Completed (Instant)

Trigger new event when an incoming call is completed, including calls not picked up or voicemails left.

New Message Received (Instant)

Trigger new event when a new message is received

New Outgoing Call Completed (Instant)

Trigger new event when an outgoing call has ended.

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 Openphone and Pandadoc?

The OpenPhone + PandaDoc integration empowers your team to effortlessly manage calls and send contracts without switching apps. Automatically log calls, trigger document workflows from your phone conversations, and close deals faster with synchronized communication and document management.

Frequently asked questions

What benefits does the OpenPhone and PandaDoc integration offer?

This integration centralizes your communication and document processes by linking phone calls with contract creation and management, helping you save time, reduce errors, and accelerate deal closures.

How does the integration work?

When you make or receive calls in OpenPhone, relevant contact and call data syncs with PandaDoc, allowing you to initiate or update documents directly linked to your conversations.

Can I track call activity within PandaDoc?

Yes, call logs from OpenPhone are automatically recorded in PandaDoc, giving you full visibility into communication history alongside your documents.

Is the integration easy to set up?

Absolutely. Connecting OpenPhone with PandaDoc requires just a few clicks through our integration settings, with no coding needed.

Does this integration support team collaboration?

Yes, both OpenPhone and PandaDoc are designed for teams, and the integration ensures that all members have access to up-to-date call records and contract statuses.

Openphone and Pandadoc Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Openphone and Pandadoc?

Frequently asked questions

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