Pipedrive and PandaDoc integration + automation

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

Pipedrive and PandaDoc Connector Details

Pipedrive

Pipedrive

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Triggers
List webhooksDelete webhookCreate webhookWebhook
Connector TypeTray Connector
Operations
Delete organizationCreate activityCreate dealCreate noteCreate organizationCreate personFind organizations by nameFind peopleFind usersGet activityGet dealList pipelinesand 15 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 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.

Vice President, Business Systems
Udemy

Tray.io is the leader in low-code automation

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