Salesforce and PandaDoc integration + automation
Salesforce and PandaDoc integrations couldn’t be easier with the Tray Platform’s robust Salesforce and PandaDoc connectors, which can connect to any service without the need for separate integration tools.
Popular Salesforce and PandaDoc integrations
Salesforce and PandaDoc Connector Details
Salesforce
Learn moreUsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
View documentationBatch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
Connector TypeTray Connector
Operations
View documentationDownload documentGet document detailsGet document statusGet template detailsList documentsCreate document from templateCreate document linkDelete documentDelete templateList templatesSend document
The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.
