What do you want to automate
with HelpCrunch and PandaDoc?
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Popular Ways to Connect HelpCrunch with PandaDoc#
Popular HelpCrunch and PandaDoc Triggers#
Emit new event when the status of a chat is updated. See the documentation
Emit new event when a new customer is created. See the documentation
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
Popular HelpCrunch and PandaDoc Actions#
Adds an attachment to a document. See the documentation here
Creates a new customer record within the Helpcrunch platform. See the documentation
Create a document from a file or public file URL. See the documentation here
Search for an existing customer within Helpcrunch platform, if no match is found it creates a new customer record. See the documentation
Create a Document from a PandaDoc Template. See the documentation here
Overview of HelpCrunch #
The HelpCrunch API provides a platform for customer communication, enabling automation of messaging, data synchronization, and customer support activities. It allows you to create and update users, send messages, and manage conversations directly through API calls. Integrating HelpCrunch with Pipedream lets you connect these capabilities to hundreds of other apps, streamlining workflows that can respond dynamically to customer interactions, sync data across platforms, or trigger communications based on specific events.
Connect HelpCrunch #
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
helpcrunch: {
type: "app",
app: "helpcrunch",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.helpcrunch.com/v1/organization`,
headers: {
Authorization: `Bearer ${this.helpcrunch.$auth.api_key}`,
},
})
},
})
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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