Act! 365 + PandaDoc Integration

Connect Act! 365 to PandaDoc - Automate your workflows in 1-click

Make use of Act! 365 automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Leverage PandaDoc automations to simplify document sharing, feedback collection, and content creation. Combine the benefits of both with Integrately’s Act! 365 + PandaDoc integration.

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Ready Workflows For Act! 365 + PandaDoc Integration

Just click on the workflow you want to automate

Create PandaDoc document for new Act! 365 contact

Act! 365 + PandaDoc Integration

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Create Your Own Act! 365 & PandaDoc Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

New contact is created in Act! 365
Triggers the automation when a new contact is added
Document is completed in PandaDoc
Triggers the automation when a particular document is completed
Document is drafted in PandaDoc
Triggers the automation when a new document is saved as draft
Document is approved in PandaDoc
Triggers the automation when a document is approved
Document is paid in PandaDoc
Triggers the automation when a document is paid
Document is sent in PandaDoc
Triggers the automation when a document is sent to the recipient
Document is viewed in PandaDoc
Triggers the automation when a document is viewed
Document is declined in PandaDoc
Triggers the automation when a document is not approved
Document is rejected in PandaDoc
Triggers the automation when a document is not approved

Create contact in Act! 365
Adds a new contact to the database
Create document in PandaDoc
Generates a new document
Send document in PandaDoc
Sends a particular document to a designated recipient

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate Act! 365 & PandaDoc In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Act! 365 or PandaDoc With 1200+ Other Apps

Act! 365 is a powerful sales and marketing software that is available in the cloud. It helps you take care of everything from managing contacts to tracking deals using your smartphone.

See Act! 365 Integrations

PandaDoc is a sales software platform that allows you to track, manage and close deals from start to finish. Connect your Gmail account and create, send, track and eSign documents from anywhere in the world.

See PandaDoc Integrations