What do you want to automate
with Streak and PandaDoc?
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Popular Streak and PandaDoc Triggers#
Emit new event when a box's stage is updated in a pipeline.
Emit new event when a document failed to be created. See the documentation here
Emit new event when a new comment is created within a pipeline.
Popular Streak and PandaDoc 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 Streak#
The Streak API taps into the core of Streak’s CRM functionality within Gmail, allowing users to automate interactions with pipeline data, such as leads, contacts, and sales opportunities. With Pipedream, you can harness this API to craft serverless workflows that react to events in Streak and connect with countless other services to streamline CRM tasks, sync data across platforms, or trigger communications based on pipeline changes.
Connect Streak#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
streak: {
type: "app",
app: "streak",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://www.streak.com/api/v1/users/me`,
auth: {
username: `${this.streak.$auth.api_key}`,
password: ``,
},
})
},
})
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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