Adaptive Insights + PandaDoc
Integration + Automation

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Adaptive Insights
+
PandaDoc

Adaptive Insights and PandaDoc Solutions

Uses

Finance and Accounting, All

Business professionals that want to integrate Adaptive Insights with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

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    Integrate with any app with our unique Universal Connector

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    Easily use our drag-and-drop workflow builder

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    Receive hands-on Adaptive Insights support for ensured success

The Tray Platform gives us speed, agility, visibility, and cost savings. And better yet, it lets us be proactive with our marketing in a way that we couldn’t before. It has become a core part of our marketing infrastructure.

David Dorman, Director of Growth and Demand Generation, DigitalOcean
Adaptive Insights

Adaptive Insights

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Create account

Create dimension

Create dimension value

Create level

Create user

PandaDoc

PandaDoc

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Create document from template

Create document link

Delete document

Delete template

Download document

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