Turn qualified referrals into ready-to-use contacts
Keep the next step small: save a qualified referral in PandaDoc while official brand details are gathered for proposal preparation.
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
Referrals can lose momentum when entering contact details and researching brand basics become separate follow-up tasks.
- Create or update the contact using the referral email.
- Reduce manual copying between referral intake and PandaDoc.
- Have Brandfetch identity details ready for a branded proposal workflow.
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 to make one.
- 3In one prompt, ask Notis to create or update the PandaDoc contact from a qualified referral and retrieve official Brandfetch context for proposal prep.
- 4Choose an incoming webhook trigger, select where Notis reports runs, and test with one qualified referral.
Questions about this workflow
How are duplicates handled?
The action uses the contact email to update an existing contact or create one when none matches.
Will PandaDoc send a proposal automatically?
No. This action only creates or updates the contact.
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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