Connect PandaDoc and RocketReach integrations
Connect PandaDoc and RocketReach 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 RocketReach 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.
Looks for a profile of the specified profile ID, linkedin URL or company.
Performs an arbitary authorized API call.
Searches for profiles based on the specified criterias.
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Build your PandaDoc and RocketReach integrations.
Create custom PandaDoc and RocketReach workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a new contact.
Creates a new document.
Deletes a contact.
Deletes a document.
Downloads a document in PDF format.
Gets the details of a contact.
Gets the details of a document.
Retrieves a list of all contacts.
Looks for a profile of the specified profile ID, linkedin URL or company.
Popular PandaDoc and RocketReach workflows.
Looking to get more out of PandaDoc and RocketReach? With Make you can visually integrate PandaDoc and RocketReach 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 ->Save new RocketReach completed lookups to a Google Sheets spreadsheet
Every time a new lookup has been completed in RocketReach, Make will automatically add data from that lookup to your Google Sheets spreadsheet as a new row. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1UDdKsvKKLbp6bZ3sl2Y1LNRn2cXQZreb4ZdqTE9wrpY/edit?usp=sharing).
TRY IT ->Create Pipedrive CRM contacts from new completed lookups in RocketReach
Every time a new lookup has been completed in RocketReach, Make will automatically create a new contact in Pipedrive CRM.
TRY IT ->Create Google Contacts from new completed lookups in RocketReach
Every time a new lookup has been completed in RocketReach, Make will automatically create a new contact in Google Contacts.
TRY IT ->Create a Reply.io contacts from completed lookups in RocketReach and push it to a sequence
Every time a new lookup has been completed in RocketReach, Make will automatically create a contact in Reply.io and push it to a campaign (sequence).
TRY IT ->Create ActiveCampaign contacts from new completed lookups in RocketReach
Every time a new lookup has been completed in RocketReach, Make will automatically create a new contact in ActiveCampaign.
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 ->
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