Connect PandaDoc and Copper integrations
Connect PandaDoc and Copper with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like PandaDoc and Copper to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a document event occurs according to the event parameter.
Converts a selected lead to a person in the system (optionally assigns company and opportunity).
Creates a new activity.
Creates a new company.
Use connect fields to create custom relationships between records. Common examples include keeping track of the relationship between parent/child companies, people to people referrals, assignments, managers, investors and more.
Creates a new lead.
Creates a new opportunity.
Creates a new person.
Creates a new project.
Creates a new task.
Gets details for a selected activity ID.
Gets details for a selected company ID.
Gets details for a selected lead ID.
Gets details for a selected opportunity ID.
Gets details for a selected person ID.
Gets details for a selected project ID.
Gets details for a selected task ID.
Gets details for a selected user ID.
Relates People and Opportunities to each other.
Relates Leads, People, Companies, Opportunities, Projects, and Tasks to each other.
Removes the activity with a given ID.
Removes the company with a given ID.
Removes the lead with a given ID.
Removes the opportunity with a given ID.
Removes a related opportunity from a person.
Removes the person with a selected ID.
Removes the project with a selected ID.
Removes the task with a selected ID.
Removes the webhook subscription with a selected ID.
Updates a selected company.
Updates a selected lead.
Updates a selected opportunity.
Updates a selected person.
Updates a selected project.
Updates a selected task.
Lists all activities related to a connected account.
Lists all companies related to a connected account.
Lists all activities for a selected company.
Lists all leads related to a connected account.
Lists all activities related to a connected account.
Lists all opportunities related to a connected account.
Lists all people related to a connected account.
Lists all activities of a selected person.
Lists all projects related to a connected account.
Lists all tasks related to a connected account.
Lists all users related to a connected account.
Shows all opportunities related to the person with a selected ID.
Shows all records related to the person with a selected ID.
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Build your PandaDoc and Copper integrations.
Create custom PandaDoc and Copper workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Converts a selected lead to a person in the system (optionally assigns company and opportunity).
Creates a new activity.
Creates a new company.
Use connect fields to create custom relationships between records. Common examples include keeping track of the relationship between parent/child companies, people to people referrals, assignments, managers, investors and more.
Creates a new lead.
Creates a new opportunity.
Creates a new person.
Creates a new project.
Creates a new task.
Popular PandaDoc and Copper workflows.
Looking to get more out of PandaDoc and Copper? With Make you can visually integrate PandaDoc and Copper into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create PandaDoc documents from custom webhook data
Automatically generate PandaDoc documents from custom webhook data, streamlining document creation by integrating CustomWebHook with PandaDoc's document generation capabilities.
TRY IT ->Send an offer letter to a candidate or a rejection mail automatically
This template uses this [Airtable base](https://airtable.com/shreyrZhKjcNhvBAu/tblnSFapeaV6Jq9vg/viwEnqdCbaeEob0ZS?blocks=hide) and is the second part of this [template](https://www.Make.com/en/integration/8780-invite-a-suitable-candidate-to-an-interview-or-send-them-a-rejection-email-automatically). If 'accepted' is selected as the Final status in the base, a contract is sent to the candidate, if rejected, an email is sent and the candidate is added to a Mailchimp list.
TRY IT ->Send a proposal via PandaDoc from a Manual Trigger in noCRM.io
Every time a manual lead trigger is received from noCRM.io, a new proposal will be instantly sent to the lead via PandaDoc.
TRY IT ->Send a PandaDoc offer letter or rejection Email (+add applicant to Mailchimp) from an updated Airtable record
The template works with the following [Airtable base](https://airtable.com/shruEPIPJZVXf2tAY). The scenario is triggered when the 'Final status' field is updated. To achieve that, we created the 'Last modified 2' field of type 'Last modified time' and chose to watch updates in the 'Final status' field only. Use this template to automatically send a PandaDoc offer letter to accepted job applicants and an Email message to rejected applicants (and add them to Mailchimp as subscribers).
TRY IT ->Create Copper people from Scriberr people
Every time a new person is copied in Scriberr, Make will automatically create a person in Copper.
TRY IT ->Send a PandaDoc document when a Keap (Infusionsoft) opportunity stage changes
Every time an Infusionsoft (Keap) opportunity stage changes, Make will automatically create a PandaDoc document from a template and send it.
TRY IT ->Create PandaDoc documents from Typeform submissions
This template creates (and sends if opted in) new PandaDoc documents from Typeform responses. The scenario expects your Typeform to collect these values: 1) Company name 2) Company represented by 3) Address line 4) ZIP 5) City 6) Region/State 7) Country The template also expects your PandaDoc account to have a "document template" using these variables: 1) [Client.Company] 2) [Client.RepresentedBy] - a custom variable. See more info about custom variables [here.](https://support.pandadoc.com/hc/en-us/articles/360009716474-How-do-I-make-my-own-tokens-) 3) [Client.StreetAddress] 4) [Client.PostalCode] 5) [Client.City] 6) [Client.State] 7) [Client.Country] 8) [Document.CreatedDate] You can see a screenshot of a sample PandaDoc template [here.](https://drive.google.com/file/d/10P1PhZ3f8tGohEqhGkGbPHEJHceJQgcO/view?usp=sharing)
TRY IT ->Create a Copper activity from a new CloudTalk call
Use this template to automatically create a Copper person activity when a new CloudTalk call is registered. The template assumes the CloudTalk contact already exists in Copper. You can add CloudTalk contact to Copper as a person using this [template](https://www.Make.com/en/integration/5376-create-a-copper-person-from-a-new-cloudtalk-contact).
TRY IT ->Add a new Copper person to a Thanks.io mailing list
Every time a new Copper person is created, Make will automatically add a recipient to a Thanks.io mailing list.
TRY IT ->
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