Keep partner contacts ready for co-branded documents
Maintain partner details in PandaDoc as relationships change, with official brand context ready when co-branded documents are prepared.
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
Partner details and brand assets drift across systems, creating extra research before each collaboration document.
- Keep partner contact details current through email-based matching.
- Have official partner brand context ready for later document preparation.
- Reduce repeated lookup work before a collaboration begins.
Setup
Build it in a few focused steps.
- 1Connect Brandfetch and PandaDoc to Notis once through the portal.
- 2Create an automation in plain language or from Automations in the portal.
- 3In one prompt, ask Notis to update or create the PandaDoc partner contact from the supplied record and retrieve official brand context from Brandfetch.
- 4Pick an incoming webhook trigger, select a run-report channel, and test with one partner record update.
Questions about this workflow
Will it overwrite an existing contact?
The action updates the contact when the supplied email already exists in PandaDoc; otherwise it creates one.
Does this create a co-branded document?
No. It maintains partner contact data and retrieves brand context for a later document workflow.
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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