PandaDoc + Call Tools PCC Integrations

Triggers when a document is completed.

Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

Triggers when a document is paid.

Triggers when a document is sent.

Create an attachment for a document.

Create a new contact in PandaDoc.

Create a document from a template.

Create a new contact or update an existing one.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Triggers when a new calendar event is created by an agent in Call Tools.

Triggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.

Triggers when a new call disposition is created by an agent in Call Tools.

Triggers when a new call transcript is saved in Call Tools.

Triggers when an agent in Call Tools creates a new support case with one of your callers. This is not a case opened with Call Tools support.

Triggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.

Adds a contact to a bucket.

Creates a new Contact

Creates a new do not contact entry and optionally updates existing phone numbers and email addresses accordingly. Check Call Tools account settings "DNC Phone Number cascades to Contact" and "DNC Email Address cascades to Contact" if you want a do not call update on a phone number or email address to cause a DNC status on the whole contact.

Add a single tag to a existing contact.

Update a existing contact.

Updates a contact and sets do not contact to true to prevent calls and messages.