Connect PandaDoc and Sonar integrations
Connect PandaDoc and Sonar 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 Sonar 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.
Appends tag to an existing message.
Closes a customer.
Creates or updates a customer.
Deletes a customer property.
Gets a customer.
Performs an arbitrary authorized API call.
Sends a campaign.
Sends a message.
Unassigns agent from a customer.
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Build your PandaDoc and Sonar integrations.
Create custom PandaDoc and Sonar workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Appends tag to an existing message.
Closes a customer.
Creates or updates a customer.
Creates a new contact.
Creates a new document.
Deletes a contact.
Deletes a customer property.
Deletes a document.
Downloads a document in PDF format.
Popular PandaDoc and Sonar workflows.
Looking to get more out of PandaDoc and Sonar? With Make you can visually integrate PandaDoc and Sonar 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 ->Add new Google Contacts to Sonar as a new customers
Every time a new contact is created in Google Contacts, Make will automatically add that contact to Sonar as a new customer.
TRY IT ->Send new Telegram messages to Sonar
Every time a new message is sent to a specified chat/channel on Telegram, Make will automatically send new message to Sonar.
TRY IT ->Add new Shopify customers to Sonar
Every time a new customer is created in Shopify, Make will automatically create a new customer in Sonar.
TRY IT ->Add new ActiveCampaign contacts to Sonar as a new customers
Every time a new contact is created in ActiveCampaign, Make will automatically add that contact to Sonar as a new customer.
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 ->
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