Move qualified inquiries into PandaDoc contacts
Reduce the delay between a qualified inquiry and proposal prep by keeping the prospect's PandaDoc contact details current.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Contact
This tool creates a new contact or updates an existing one in pandadoc based on the email address. if a contact with the provided email exists, it will be updated; otherwise, a new contact will be created.
Why this helps
Copying a new prospect's details between intake and proposal tools creates busywork and makes follow-up easier to forget.
- Create or update a contact using its email as the match point.
- Keep proposal preparation connected to the official brand profile.
- Avoid repeating contact entry when a returning prospect gets in touch.
Setup
Build it in a few focused steps.
- 1Connect Brandfetch and PandaDoc to Notis once through the portal.
- 2Create an automation in the portal or ask Notis for it conversationally.
- 3Write one instruction asking Notis to use the qualified inquiry details to create or update the PandaDoc contact and prepare branded proposal context from Brandfetch.
- 4Choose an incoming webhook trigger, set the run-report channel, and test with one real inquiry.
Questions about this workflow
How does PandaDoc decide whether to create or update the contact?
This action matches by email: it updates an existing contact with that email or creates a new one.
Does this workflow send a proposal?
No. It maintains the contact and prepares proposal context; a document would need a separate action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brandfetch to Pandadoc. A trigger fires from one place; an action lands in another.
Brandfetch triggers
Pandadoc actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
This tool creates a new contact in pandadoc. it allows you to add a new contact with their personal and professional information to your pandadoc account. the tool is completely independent and doesn't require any external resource ids or dependencies.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Attachment
Creates and adds an attachment to a pandadoc document. this tool allows you to attach downloadable files such as supplemental materials, excel spreadsheets, or other content without embedding them directly into the document. attachments can be added only to documents in 'document.draft' status, with a maximum of 10 files per document and a size limit of 50mb per file.
Create Document from File Upload
Creates a new document in pandadoc by uploading a file (pdf, docx, etc.). this tool converts existing documents into pandadoc documents for processing, signing, and tracking through the pandadoc system.
Create Document Folder
Creates a new folder in pandadoc to organize documents. this action allows users to create a new folder with a specified name and optionally set a parent folder to create a nested folder structure.
Create or Update Contact
This tool creates a new contact or updates an existing one in pandadoc based on the email address. if a contact with the provided email exists, it will be updated; otherwise, a new contact will be created.
Create Template
This tool allows users to create a new template in pandadoc from a pdf file or from scratch. it handles file upload validation, parameter checks, proper error handling, and authentication with the pandadoc api. the template can be created either by uploading a pdf file or by providing a structured content object that defines the template layout and elements.
Create PandaDoc Webhook
Creates a new webhook subscription in pandadoc to receive notifications about specific events. this action allows you to set up webhook notifications for various document-related events such as status changes, recipient completions, and updates. the webhook will send http notifications to your specified endpoint when the configured events occur.
Delete Contact
This tool allows you to delete a contact from your pandadoc account. the action is permanent and cannot be undone.
Connect any two apps with Notis in the middle.
Brandfetch and Pandadoc, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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