What do you want to automate
with Attio and PandaDoc?
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Popular Ways to Connect Attio with PandaDoc#
Popular Attio and PandaDoc Triggers#
Emit new event when a list entry is deleted (i.e. when a record is removed from a list).
Emit new event when an existing list entry is updated (i.e. when a list attribute is changed for a specific list entry, e.g. when setting "Owner")
Emit new event when a record, such as person, company, or deal, is added to a list
Emit new event when a document failed to be created. See the documentation here
Popular Attio and PandaDoc Actions#
Creates a new note for a given record. The note will be linked to the specified record. See the documentation
Adds an attachment to a document. See the documentation here
Creates or updates a specific record such as a person or a deal. If the record already exists, it's updated. Otherwise, a new record is created. See the documentation
Create a document from a file or public file URL. See the documentation here
Deletes an existing entry from a specific list. See the documentation
Connect Attio#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
attio: {
type: "app",
app: "attio",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.attio.com/v2/self`,
headers: {
Authorization: `Bearer ${this.attio.$auth.oauth_access_token}`,
},
})
},
})
Overview of PandaDoc#
The PandaDoc API opens up a realm of possibilities for automating document workflows, creating a seamless bridge between document management and various business processes. With it, you can programmatically create, send, and track documents, streamline electronic signatures, and manage templates, among others. Integrations through Pipedream can harness these capabilities, enabling you to trigger actions in PandaDoc based on events from other apps, or vice versa.
Connect PandaDoc#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pandadoc: {
type: "app",
app: "pandadoc",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.pandadoc.com/public/v1/members/current/`,
headers: {
Authorization: `Bearer ${this.pandadoc.$auth.oauth_access_token}`,
},
})
},
})
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