What do you want to automate
with Helcim and PandaDoc?
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Popular Helcim and PandaDoc Triggers#
Emit new event when a document failed to be created. See the documentation here
Emit new event when a document is deleted. See the documentation here
Emit new event when a document's state is changed. See the documentation here
Emit new event when a document is updated. See the documentation here
Emit new event when a recipient completes a document. See the documentation here
Popular Helcim and PandaDoc Actions#
Adds an attachment to a document. See the documentation here
Create a document from a file or public file URL. See the documentation here
Create a Document from a PandaDoc Template. See the documentation here
Create a new folder to store your documents. See the documentation here
This method adds or updates a contact using the email as index. See the documentation here
Overview of Helcim #
Helcim is a payment platform that lets you process transactions, manage customers, and handle various aspects of your business's finances. Using Pipedream, you can tap into the Helcim API to create automations that streamline payment processing, sync transaction data with other business tools, and trigger actions based on payment events. It's an ideal way to integrate sales data with other systems, automate accounting tasks, and enhance customer relationship management.
Connect Helcim #
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
helcim: {
type: "app",
app: "helcim",
}
},
async run({steps, $}) {
return await axios($, {
method: "post",
url: `https://secure.myhelcim.com/api/account-info`,
headers: {
"account-id": `${this.helcim.$auth.account_id}`,
"api-token": `${this.helcim.$auth.api_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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