Connect and Integrate
PandaDoc with WPForms

Connect PandaDoc to WPForms and watch how much smoother your workflows can become with automation.

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Explore workflows

Easy Steps to Connect
PandaDoc and WPForms

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Select a trigger in PandaDoc

Choose an event in PandaDoc like “New event in PandaDoc,” to set off your automation.

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Automate an Action in WPForms

Connect your WPForms account and select an action like “Take action in WPForms” to make your work flow.

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Customize the Workflow

Build your PandaDoc - WPForms automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect PandaDoc and WPForms
to Automate these Workflows

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Update Freshdesk tickets with notes from sent PandaDoc documents

Put your workflow on autopilot. PandaDoc + Freshdesk are here to help!

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Update Freshdesk tickets with notes when PandaDoc documents are completed

PandaDoc and Freshdesk—because your workflow deserves an upgrade.

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Create HubSpot Contacts from WPForms submissions

Transform your workflow with WPForms & HubSpot leading the way.

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Generate Leads in Salesforce from WPForms Submissions

Transform your workflow with WPForms & Salesforce leading the way.

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Create Freshdesk tickets from WPForms entries

WPForms and Freshdesk give you time back—automate your busywork.

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Generate Freshdesk tickets from WPForms entries

Put your workflow on autopilot. WPForms + Freshdesk are here to help!

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Convert WPForms entries into Freshdesk contacts

Let WPForms +Freshdesk handle the hard work while you take it easy.

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Schedule Google Calendar events from WPForms entries

Let WPForms and Google Calendar handle the details—you focus on the big picture!

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Create Zendesk ticket comments from new WPForms entries

Unlock a new level of ease. WPForms + Zendesk get it done for you.

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Create Zoho Desk tickets from new WPForms entries

Take your work to the next level. WPForms and Zoho Desk make it happen!

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Create Zoho CRM contacts from new WPForms entries

Say goodbye to manual work. WPForms + Zoho CRM have you covered!

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Update Zoho CRM contacts from new WPForms form entries

Let WPForms + Zoho CRM handle the hard work while you take it easy.

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Create Zendesk users from new WPForms entries

Make life easier! WPForms + Zendesk smooth out your workflows.

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Update Zendesk tickets with new WPForms entries

Get more done with WPForms & Zendesk—they’re a perfect match!

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Create Xero contacts from new WPForms entries

WPForms and Xero give you time back—automate your busywork.

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Update Xero contacts from new WPForms entries

Ready to boost productivity? Let WPForms + Xero take over.

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Create Zendesk tickets for new WPForms entries

WPForms & Zendesk working together means less stress, more success.

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Send SMS via Twilio for new WPForms entries

Put your workflow on autopilot. WPForms + Twilio are here to help!

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Generate Trello boards for new WPForms form entries

WPForms and Trello—because your workflow deserves an upgrade.

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Create Trello checklists from WPForms submissions

WPForms and Trello together? That’s how you get more done, faster.

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Generate Trello cards from WPForms entries

Work smarter, not harder—WPForms + Trello streamline every task.

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Label Trello cards for new WPForms submissions

Discover how WPForms and Trello can simplify everything you do.

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About PandaDoc

PandaDoc is a powerful document automation platform for creating, managing, and e-signing documents. With drag-and-drop templates and integrations with CRMs and payment gateways, PandaDoc enables real-time collaboration, secure document storage, and legally binding e-signatures, for faster approvals and smoother document workflows.
Learn more

About WPForms

WPForms is a WordPress plugin that simplifies the creation of forms and surveys. With its drag-and-drop builder and customizable templates, WPForms enables users to collect data efficiently. Its integration capabilities enhance functionality, making it a valuable tool for businesses looking to optimize their data management and improve customer interactions.
Learn more