OpenPhone
PandaDoc

Openphone and Pandadoc Integration

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

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 Document Attachment
Adds an attachment to a document.
Create Document From File
Create a document from a file or public file URL.
Download Document
Download a document as PDF.
Download Protected Document
Download a completed document as a verifiable PDF.
Create Document From Template
Create a Document from a PandaDoc Template.

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.

Popular App Usecases

No usecase found. Try searching again.

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.

Connect
OpenPhone
and
PandaDoc
to streamline your company's workflows, automate tasks, and boost productivity.

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.

Built by folks who built