PandaDoc
Microsoft Entra ID

Pandadoc and Microsoft Entra Id Integration

Seamlessly connect PandaDoc with Microsoft Entra ID to enhance security and streamline user access management.

Explore Triggers and Actions

Document State Changed (Instant)
Trigger new event when a document's state is changed.
Document Creation Failed (Instant)
Trigger new event when a document failed to be created.
Recipient Completed (Instant)
Trigger new event when a recipient completes a document.
Document Deleted (Instant)
Trigger new event when a document is deleted.
Document Updated (Instant)
Trigger new event when a document is updated.
Add Member To Group
Adds a member to a group Microsoft Entra ID.
Remove Member From Group
Removes a member from a group Microsoft Entra ID.
Search Groups
Searches for groups by name or description.
Update User
Updates an existing user in Microsoft Entra ID.

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

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What can Ayudo do with Pandadoc and Microsoft Entra Id?

The integration between PandaDoc and Microsoft Entra ID enables organizations to leverage robust identity and access management capabilities while managing their document workflows. By connecting PandaDoc with Microsoft Entra ID, users benefit from single sign-on (SSO), automated user provisioning, and enhanced security controls, ensuring a smooth and secure document management experience.

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

Frequently asked questions

What are the key benefits of integrating PandaDoc with Microsoft Entra ID?

Integrating PandaDoc with Microsoft Entra ID provides secure single sign-on (SSO), automated user provisioning and deprovisioning, centralized access management, and improved compliance through enhanced security policies.

How does single sign-on (SSO) work with this integration?

With SSO enabled via Microsoft Entra ID, users can access PandaDoc using their existing Microsoft credentials, eliminating the need to remember separate passwords and reducing login friction.

Can I automate user provisioning for PandaDoc through Microsoft Entra ID?

Yes, the integration supports automated user provisioning and deprovisioning, allowing you to manage PandaDoc user accounts directly from Microsoft Entra ID, ensuring that access is granted or revoked based on your organization's policies.

Is this integration secure and compliant with industry standards?

Absolutely. By leveraging Microsoft Entra ID’s advanced security features such as conditional access and multi-factor authentication, the integration enhances PandaDoc’s security posture and helps maintain compliance with industry regulations.

How do I set up the PandaDoc and Microsoft Entra ID integration?

Setup involves configuring PandaDoc as an enterprise application within the Microsoft Entra ID portal, enabling SSO, and setting up user provisioning. Detailed step-by-step guides are available to assist with the configuration process.

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