Firmao's integration with PandaDoc allows you to create cross-system automation via the Zapier platform. With this integration, events in Firmao, such as creating a new or updating an existing invoice, can automatically trigger actions in PandaDoc. For example, when a new invoice is added in Firmao, Zapier can automatically create a new attachment in the PandaDoc system.
To properly configure the integration, define it on the Zapier platform. In the first step, select the Firmao system. To log in, you must provide:
Then choose which event you want to trigger the action.
In the second step, select the PandaDoc application and enter your login details.
After connecting your account, select what action to trigger in the PandaDoc system.
