GoTo Connect + PandaDoc

"send sms in GoTo Connect when document status changes in PandaDoc"

Stay connected and efficient with this automated workflow. With this setup, whenever a document status changes in PandaDoc, an SMS gets immediately generated and sent through GoTo Connect. It’s a seamless way to maintain communication and ensure rapid response to document changes, enhancing your business productivity.

When this happens...
Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
TriggerInstant
automatically do this!
Send SMS
Action for sending an SMS message.
ActionWrite

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Supported triggers and actions

- Source
Trigger
Instant
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- Source
Trigger
Instant
Try It
- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Document IDRequired
Action
Search
- Organization IdRequired
- Phone Number or ExtensionRequired
Trigger
Scheduled
Try It

- Organization IdRequired
- Phone Number or ExtensionRequired
Trigger
Scheduled
Try It
- Organization IdRequired
- Phone NumberRequired
Trigger
Scheduled
Try It
- Organization ID
- Owner NumberRequired
- Contact NumberRequired
- Message BodyRequired
Action
Write

- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- warning
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search
- Organization IdRequired
- Phone Number or ExtensionRequired
Trigger
Scheduled
Try It
- Organization IdRequired
- Phone NumberRequired
Trigger
Scheduled
Try It
- Organization IdRequired
- ExtensionRequired
Trigger
Scheduled
Try It

About GoTo Connect

GoTo Connect is a fully integrated business communications solution, with calls, meetings and messaging unified on one platform.

Related categories

Communication

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Learn more

Related categories

Documents

GoTo Connect + PandaDoc

"send sms in GoTo Connect when document status changes in PandaDoc"

Supported triggers and actions

Document Completed

Document Paid

Create Attachment

Create Document

API Request (Beta)

Get Document Attachments

All Direction Call Ended

Outgoing Call Ended

SMS Sent

Send SMS

Document Status Changed

Document Sent

Create Contact [Deprecated]

Create or Update Contact

Find Document

Get Document by ID

Incoming Call Ended

SMS Received

Voicemail Received

About GoTo Connect

Related categories

About PandaDoc

Related categories

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