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with PandaDoc and Better Proposals?
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Popular PandaDoc and Better Proposals 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 PandaDoc and Better Proposals 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 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}`,
},
})
},
})
Overview of Better Proposals#
The Better Proposals API offers a powerful way to automate proposal creation and management tasks. With it, you can programmatically generate, send, and track business proposals, streamlining the sales process and integrating seamlessly with CRM systems. By leveraging Pipedream’s capabilities, you can connect Better Proposals to a multitude of other apps to trigger actions based on proposal activities, sync data, or even automate follow-ups, thereby enhancing the efficiency of your sales workflow.
Connect Better Proposals#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
better_proposals: {
type: "app",
app: "better_proposals",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.betterproposals.io/settings/`,
headers: {
"Bptoken": `${this.better_proposals.$auth.api_key}`,
},
})
},
})
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