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Microsoft Office 365

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Airtable

Google Sheets - Icon

Google Sheets

Zendesk Sell

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ruum by SAP

Google Drive - Icon

Google Drive

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G Suite

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Microsoft OneDrive

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Monday

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Dropbox

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Paymo

Smartsheet

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ManagerPlus

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Workfront

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Trello

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DocRaptor

Wrike

Workstack-icon-color

Workstack

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Yodiz

Download document

Get document details

Get basic data about a document such as name, status, and dates.

Get document status

Get template details

Optionally filter by a search query or tags.

List documents

List documents DDL

Create a document from a PandaDoc template.

Create document from template

Create a document link to share a document.

Create document link

Delete document

Delete template

List templates

Move a document to sent status and send an optional email.

Send document

PandaDoc 1

Integrations

Easy PandaDoc Integrations

PandaDoc 2

Automation

PandaDoc automation for any use case

PandaDoc 3

Use cases

Heavy-Duty PandaDoc use cases

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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Aberdeen Report: Marketing technology—controlling the chaos

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Personalization is shifting from email to omni-channel. Are you ready?

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Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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David Dorman of Digital Ocean works with Tray.io

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Marketing

marketing tools by tray.io

How Automation is Changing the Face of Business

Streamline strategic sales with an automated deal desk

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

GDPR compliance for US companies: What you need to know

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PandaDoc

Content Collaboration Software

Update task

Add followers to a task. Returns an empty data block. Each task can be associated with zero or more followers in the system. Requests to add/remove followers, if successful, will return the complete updated task record, described above.

Add followers to a task

Add custom field to project

Delete task

Add members to portfolio

Add users as members of a project, if they're not already added.

Add members to project

Add a status update to a project, setting a "message" and a colour reflecting the project's status.

Add project status update

List portfolios DDL

Add project to portfolio

Add tag to task

Add task to project

Add task to section

Copy all tasks from one project to another, including those that are marked completed and archived in the source.

Copy all tasks

Create custom field

Create portfolio

Create project

Create project section

Create subtask

Add a comment to a task. Comments will appear in the Asana UI to be from the Asana user connected with your tray account.

Create task comment

Delete custom field

Delete portfolio

Delete project

Delete section

Download task attachments hosted on Asana. Maximum total size of attachments is 500MB.

Download attachments

Get the full record for a single attachment.

Get attachment

Return all metadata for a specified custom field.

Get custom field

Get portfolio

Get project

Get task

Get team

Get user

Get user by email

Get workspace

List colors DDL

Get a list of all of the teams in an organization workspace.

List organization teams

Return a list of all projects in a portfolio.

List portfolio projects

List portfolios

Retrieve a list of all of the custom fields settings on a project.

List project custom field settings

Get a list of all of the sections in a given project.

List project sections

Get a list of all the tasks in a project.

List project tasks

Return the compact section records for all tasks within the given section.

List section tasks

Retrieve a list of all attachments on the task.

List task attachments

List task custom fields DDL

Retrieve a list of all tasks custom fields for a single project.

List task custom fields for project

Retrieve a list of all tasks custom fields for multiple projects.

List task custom fields for projects

List task custom fields from projects DDL

List task custom fields from task ID DDL

Return a list of all the other tasks that a specified task is dependent on.

List task dependencies

List task dependents

Remove members from portfolio

Get a list of all of the stories on a task, including comments, and other actions.

List task stories

List task subtasks

List tasks

Get a list of all of the users part of the team.

List team members

Retrieve a list of all the projects you can access in your account.

List workspace projects

Remove members from a project

List workspace projects DDL

List workspace projects without team DDL

Retrieve a list of tags from a workspace.

List workspace tags

Retrieve a list of tasks from a workspace.

List workspace tasks

Retrieve a list of all users in a workspace.

List workspace users

List workspace users DDL

Retrieve a list of all the workspaces you can access in your account.

List workspaces

List workspaces DDL

Project exists?

Remove custom field from portfolio

Remove each of the specified followers from the task if they are following. Returns the complete, updated record for the affected task.

Remove followers from a task

Remove tag from task

Remove the task from the specified project. The task will still exist in the system, but it will not be in the project anymore.

Remove task from project

Unlink a set of dependents from this task.

Unlink dependents from a task

Mark a set of tasks as dependencies of this task, if they are not already dependencies. A task can have at most 15 dependencies.

Set dependencies for a task

Mark a set of tasks as dependents of this task, if they are not already dependents. A task can have at most 30 dependents.

PandaDoc and Asana integration + automation

Popular PandaDoc and Asana integrations

PandaDoc and Asana Connector Details

PandaDoc

Asana

Tray.io is the leader in low-code automation

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