Intercom and PandaDoc integration + automation

Intercom and PandaDoc integrations couldn’t be easier with the Tray Platform’s robust Intercom and PandaDoc connectors, which can connect to any service without the need for separate integration tools.

Intercom and PandaDoc Connector Details

Intercom

Intercom

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UsesCustomer Success and Support, All
CategoryCustomer Success and Support
Triggers
Event webhookWebhook
Connector TypeTray Connector
Operations
Archive contactAssign conversationAttach contact to companyAttach contact to conversationAttach tag to contactClose conversationCreate conversationCreate message as adminList adminsCreate noteCreate/update companyDelete contactand 20 more...
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PandaDoc

PandaDoc

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UsesMarketing, All
CategoryContent Collaboration Software
Connector TypeTray Connector
Operations
Download documentGet document detailsGet document statusGet template detailsList documentsCreate document from templateCreate document linkDelete documentDelete templateList templatesSend document
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The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.

Mike Atwood
Mike Atwood, Executive Director of Client Success
Vox Media

Tray.io is the leader in low-code automation

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