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with PandaDoc and Clientify?
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Popular Ways to Connect PandaDoc with Clientify#
Popular PandaDoc and Clientify 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
Popular PandaDoc and Clientify 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
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 Clientify#
The Clientify API enables automation and integration of Clientify's CRM functions within Pipedream. This API allows you to manage contacts, accounts, deals, and tasks, streamlining your customer relationship management. With Pipedream, you can harness these capabilities to create custom workflows that trigger actions within Clientify, respond to events, or connect with other apps to enhance productivity and data utilization.
Connect Clientify#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
clientify: {
type: "app",
app: "clientify",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.clientify.net/v1/users/`,
headers: {
"Authorization": `Token ${this.clientify.$auth.api_key}`,
"Content-Type": `application/json`,
},
})
},
})
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