PandaDoc Integration for Support Teams

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.

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.

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.

Integrate PandaDoc with 2800+ apps and services

Explore Triggers and Actions

How it works

Popular App Usecases

About PandaDoc

PandaDoc

Integrates With

Frequently asked questions

Built by folks who built

AI That Works for Support Teams