PandaDoc

Integrate PandaDoc with 2800+ apps and services

Supercharge your PandaDoc support workflows with Ayudo's AI-powered agents. Connect seamlessly with Zendesk, Slack, and Salesforce to resolve tickets faster and automate customer conversations. Deliver instant responses with AI-driven efficiency.

Explore Triggers and Actions

Document State Changed (Instant)
Trigger new event when a document's state is changed. [See the documentation here](https://developers.pandadoc.com/reference/create-webhooks-subscription)
Document Creation Failed (Instant)
Trigger new event when a document failed to be created. [See the documentation here](https://developers.pandadoc.com/reference/create-webhooks-subscription)
Recipient Completed (Instant)
Trigger new event when a recipient completes a document. [See the documentation here](https://developers.pandadoc.com/reference/create-webhooks-subscription)
Document Deleted (Instant)
Trigger new event when a document is deleted. [See the documentation here](https://developers.pandadoc.com/reference/create-webhooks-subscription)
Document Updated (Instant)
Trigger new event when a document is updated. [See the documentation here](https://developers.pandadoc.com/reference/create-webhooks-subscription)
Create Folder
Create a new folder to store your documents. [See the documentation here](https://developers.pandadoc.com/reference/create-documents-folder)
Get Document Details
Return detailed data about a document. [See the documentation here](https://developers.pandadoc.com/reference/document-details)
Create or Update Contact
This method adds or updates a contact using the email as index. [See the documentation here](https://developers.pandadoc.com/reference/create-contact)
Get Document Status
Get basic status info about a document. [See documentation here](https://developers.pandadoc.com/reference/document-status)
List Contacts
List all contacts within an account. [See the documentation here](https://developers.pandadoc.com/reference/list-contacts)
List Document Attachments
Returns a list of attachments associated with a specified document. [See the documentation here](https://developers.pandadoc.com/reference/list-attachment)
List Documents
List documents, optionally filtering by a search query or tags. [See the documentation here](https://developers.pandadoc.com/reference/list-documents)
List Folders
List folders which contain Documents. [See the documentation here](https://developers.pandadoc.com/reference/list-documents-folders)
Send Document
Move a document to sent status and send an optional email. [See the documentation](https://developers.pandadoc.com/reference/send-document)

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

We’re adding more usecases, triggers and actions - check back soon!

About PandaDoc

PandaDoc streamlines document processes, enabling support teams to create, track, and eSign documents efficiently, enhancing customer communication.

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We’re adding more usecases, triggers and actions - check back soon!

Frequently asked questions

How can I set up PandaDoc integration in Ayudo?

To use PandaDoc integration in Ayudo, add the PandaDoc node to your workflow. Authenticate using OAuth to securely connect your account. You can create support tickets from PandaDoc events, sync customer data, send automated responses, and trigger AI agent conversations. Once connected, your AI agents can automatically handle PandaDoc data in support conversations.

Do I need any special permissions or API keys to integrate PandaDoc with Ayudo?

You'll need OAuth credentials, found in PandaDoc's settings under 'API & Integration'. Ensure permissions include document access, event tracking, and customer data management. Admin access may be required for setup. Ensure your credentials have access to document and event resources for full support automation capabilities.

Can I combine PandaDoc with other apps in Ayudo workflows?

Yes! PandaDoc works seamlessly with Zendesk, Intercom, Slack, Gmail, and Freshdesk. For example, when a high-value PandaDoc event occurs, you can create a Zendesk ticket, notify your team via Slack, and have an AI agent reach out proactively. These integrations enhance support workflow efficiency.

What are some common use cases for PandaDoc integrations with Ayudo?

Common use cases include auto-creating support tickets from PandaDoc events, syncing customer data between PandaDoc and support tools, triggering AI agent responses based on PandaDoc activities, sending proactive support messages via voice/text agents, and updating PandaDoc records after support conversations.

How does Ayudo's pricing model benefit me when integrating PandaDoc?

Ayudo uses per-seat pricing ($119-$179/seat/month) which is ideal for support teams. You pay per support agent seat, not per automation or ticket volume. Unlike per-ticket pricing, you get unlimited AI agent interactions. Your support team can handle more conversations with AI agents without additional costs. This makes PandaDoc automation cost-effective as your support volume scales.

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