Shopify OAuth Integration with PandaDoc | Automate Sales Documents

Explore Triggers and Actions

New Product Created (Instant)

Emit new event for each product added to a store

New product added to custom collection

Emit new event each time a product is added to a custom collection

New Page

Emit new event for each new page published

New Event Emitted (Instant)

Emit new event for each new Shopify event

New Customer Data Request

Emit new customer data requests for data via a GDPR request

New Article

Emit new event for each new article in a blog

New Abandoned Cart

Emit new event each time a user abandons their cart

Collection Updated (Instant)

Emit new event whenever a collection is updated

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 Zoom and Pandadoc?

Our Shopify OAuth integration with PandaDoc enables merchants to securely link their Shopify accounts, allowing automatic generation and management of quotes, invoices, and contracts directly from your store data. Streamline your sales process by syncing customer and order information, reducing manual entry, and accelerating document approvals.

Frequently asked questions

How does the Shopify OAuth integration with PandaDoc work?

The integration uses Shopify's OAuth protocol to securely connect your Shopify store with PandaDoc. Once authorized, it syncs your store data to PandaDoc, enabling automatic creation and management of sales documents based on your Shopify orders and customer information.

What types of documents can I create using this integration?

You can generate quotes, invoices, contracts, and proposals automatically populated with your Shopify order details, helping you close deals faster and keep your sales process organized.

Is my Shopify data secure during the integration?

Yes, the integration uses OAuth for secure authentication and data transfer. Your credentials are never stored, and data is transmitted using encrypted connections to ensure your information remains safe.

Can I customize the documents generated through PandaDoc?

Absolutely! PandaDoc offers customizable templates that you can tailor to your branding and sales process, ensuring every document reflects your unique business style.

Do I need technical skills to set up the Shopify OAuth integration with PandaDoc?

No technical expertise is required. The integration setup is straightforward with guided authorization steps, allowing you to connect your accounts and start automating document workflows quickly.

Zoom and Pandadoc Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Zoom and Pandadoc?

Frequently asked questions

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