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PandaDoc + Firmao

Integration allows you to automatically create attachments based on invoices added in Firmao.
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Integration with PandaDoc, implemented by Zapier, enables automatic triggering of actions based on events in Firmao. For example, creating an invoice in the system can automatically generate a document or attachment in PandaDoc, streamlining document flow and the sales process.

How to integrate Firmao with PandaDoc

Integrate

In order to configure the integration correctly, define it on the Zapier platform. In the first step, select the Firmao system. To log in, you need to provide:

  • API login
  • API password

Then select which event should trigger the action. In the second step, select the PandaDoc application and enter your login details. After connecting your account, select which action should be triggered in the PandaDoc system.

Integrate

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