PandaDoc integration

Use PandaDoc in Zoft workflows, voice agents, chat agents and AI employees. Use PandaDoc from Zoft voice agents, chat agents, workflows and AI employees.

API key
8 actions
3 triggers

Get early access Talk to sales

Starts withDocument Updated
ZoftAgent or workflow decides what happens next
Then in PandaDocCreate Attachment
AndCreate or Update Contact

Illustrative flow built from PandaDoc’s real triggers and actions.

Zoft + PandaDoc

What Zoft can do with PandaDoc.

01Voice agentsA phone agent can use PandaDoc actions such as Create Attachment and Create or Update Contact during the call, then hand off to a person when it should.
02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update PandaDoc while it talks to the customer.
03WorkflowsStart a workflow when “Document Updated” happens in PandaDoc, or use PandaDoc as any step on the canvas.
04AI employeesAn AI employee can find and use PandaDoc actions on its own, and ask for your approval before it sends or changes anything important.

Actions 8

Things Zoft can do in PandaDoc.

Find Document(s)Finds documents based various filter.
Custom API CallMake a custom API call to a specific endpoint
Create AttachmentAdds an attachment to a document.
Download DocumentDownloads a document as PDF.
Get DocumentRetrieves comprehensive document data.
Create or Update ContactCreates a new or update an existing contact.
Get Document AttachmentRetrieves details of a specific attachment from a document.
Create Document from TemplateCreates a document from a PandaDoc Template.

Triggers 3

Events in PandaDoc that can start a workflow.

Document UpdatedTriggers when a document is updated.
Document CompletedTriggers when a document is completed.
Document State ChangedTriggers when a document status changes.

Setup

Connect PandaDoc in three steps.

01ConnectChoose PandaDoc in Connections and paste an API key from your PandaDoc account.
02Put it to workAdd PandaDoc as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

See all in Content and files

FAQ

PandaDoc on Zoft, answered.

What can Zoft do with PandaDoc?

Zoft supports 8 actions and 3 triggers for PandaDoc. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect PandaDoc to Zoft?

Choose PandaDoc in Connections and paste an API key from your PandaDoc account.

Can a voice agent or chat agent use PandaDoc?

Yes. Once PandaDoc is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in PandaDoc without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put PandaDoc to work in your operation.