What do you want to automate

with PandaDoc and Rex?

Prompt, edit and deploy AI agents that connect to PandaDoc, Rex and 2,500+ other apps in seconds.

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Create Contact with Rex API on Document Creation Failed (Instant) from PandaDoc API
PandaDoc + Rex
 
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Create Contact with Rex API on Document Deleted (Instant) from PandaDoc API
PandaDoc + Rex
 
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Create Contact with Rex API on Document State Changed (Instant) from PandaDoc API
PandaDoc + Rex
 
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Create Contact with Rex API on Document Updated (Instant) from PandaDoc API
PandaDoc + Rex
 
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Create Contact with Rex API on Recipient Completed (Instant) from PandaDoc API
PandaDoc + Rex
 
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New Contact Created (Instant) from the Rex API

Emit new event for each new contact created in Rex.

 
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New Lead Created (Instant) from the Rex API

Emit new event for each new lead created in Rex.

 
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Document Creation Failed (Instant) from the PandaDoc API

Emit new event when a document failed to be created. See the documentation here

 
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Document Deleted (Instant) from the PandaDoc API

Emit new event when a document is deleted. See the documentation here

 
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Document State Changed (Instant) from the PandaDoc API

Emit new event when a document's state is changed. See the documentation here

 
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Create Document Attachment with the PandaDoc API

Adds an attachment to a document. See the documentation here

 
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Create Contact with the Rex API

Creates a new contact in Rex. See the documentation

 
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Create Document From File with the PandaDoc API

Create a document from a file or public file URL. See the documentation here

 
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Create Lead with the Rex API

Creates a new lead in Rex. See the documentation

 
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Create Document From Template with the PandaDoc API

Create a Document from a PandaDoc Template. See the documentation here

 
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Integrate the PandaDoc API with the Rex API
Setup the PandaDoc API trigger to run a workflow which integrates with the Rex API. Pipedream's integration platform allows you to integrate PandaDoc and Rex remarkably fast. Free for developers.

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

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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 Rex

The Rex API allows for automation and integration of real estate CRM functionalities within the Pipedream platform. By leveraging Rex, you can streamline operations, synchronize data across various platforms, and trigger actions within the Rex ecosystem based on events from other apps or services. Whether you're managing listings, contacts, or marketing efforts, the Rex API on Pipedream can be a powerful tool to enhance productivity and customer engagement in real estate businesses.

Connect Rex

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    rex: {
      type: "app",
      app: "rex",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      method: "POST",
      url: `https://api.rexsoftware.com/v1/rex/user-profile/get-all-accounts`,
      headers: {
        Authorization: `Bearer ${this.rex.$auth.access_token}`,
        "Content-Type": `application/json`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo