PandaDoc

Create, Approve, Track & eSign Docs 40% Faster

Integrate the PandaDoc API with the Zendesk API

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

Create Document Attachment with PandaDoc API on New Ticket (Instant) from Zendesk API
Zendesk + PandaDoc
 
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Create Document Attachment with PandaDoc API on New Ticket Added to View (Instant) from Zendesk API
Zendesk + PandaDoc
 
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Create Document Attachment with PandaDoc API on Ticket Closed (Instant) from Zendesk API
Zendesk + PandaDoc
 
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Create Document Attachment with PandaDoc API on Ticket Pended (Instant) from Zendesk API
Zendesk + PandaDoc
 
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Create Document Attachment with PandaDoc API on Ticket Solved (Instant) from Zendesk API
Zendesk + PandaDoc
 
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New Ticket (Instant) from the Zendesk API

Emit new event when a ticket is created

 
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New Ticket Added to View (Instant) from the Zendesk API

Emit new event when a ticket is added to the specified view

 
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Ticket Closed (Instant) from the Zendesk API

Emit new event when a ticket has changed to closed status

 
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Document Creation Failed (Instant) from the PandaDoc API

Emit new event when a document failed to be created See docs here

 
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Ticket Pending (Instant) from the Zendesk API

Emit new event when a ticket has changed to pending status

 
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Create Document Attachment with the PandaDoc API

Adds an attachment to a document. See the docs here

 
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Create Ticket with the Zendesk API

Creates a ticket. 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 docs here

 
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Delete Ticket with the Zendesk API

Deletes a ticket. See the documentation.

 
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Create Document From Template with the PandaDoc API

Create Document from PandaDoc Template. See the docs here

 
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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 Zendesk

The Zendesk API enables seamless integration of Zendesk's customer service platform with your existing business processes and third-party applications. By leveraging this API with Pipedream, you can automate ticket tracking, sync customer data, escalate issues, and streamline communication across multiple channels. This can significantly increase efficiency, accelerate response times, and enhance the overall customer experience. Automations can range from simple notifications to complex workflows involving data transformation and multi-step actions across various services.

Connect Zendesk

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zendesk: {
      type: "app",
      app: "zendesk",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.zendesk.$auth.subdomain}.zendesk.com/api/v2/users/me/`,
      headers: {
        Authorization: `Bearer ${this.zendesk.$auth.oauth_access_token}`,
      },
    })
  },
})