How can I filter for agreements sent to particular clients?

DryMerge allows you to filter agreements based on the recipient's details. Provide the client information, and DryMerge will adjust the trigger accordingly.

Can this be customized to alert only for certain agreements?

Yes, you can customize the alert to trigger only for specific agreements, like those above a certain value. Provide your criteria, and DryMerge will set it up.

Which teams use this automation and for what purposes?

Sales and operations teams use this automation to keep track of agreements in the signing phase, ensuring prompt follow-ups and client communication.

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Discord + PandaDoc

Alert Discord When PandaDoc Agreement is Sent for Signature

Send an alert to a Discord channel whenever a PandaDoc agreement is sent out for signature. This ensures your team is informed every time a document is in the signing process.

PandaDoc Agreement Sent

Triggers when an agreement is sent for signature in PandaDoc.

Send Discord Alert

Sends an alert in a specified Discord channel.

See more Discord to PandaDoc integrations or use AI to customize your automation.

or pick a common variation below

Alert Discord on PandaDoc Activity Logs

Discord + PandaDoc

Notify Discord of PandaDoc Agreement Reassignments

Discord + PandaDoc

Alert Discord on New PandaDoc Template Creation

Discord + PandaDoc

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Alert Discord when PandaDoc agreement is sent for signature"

Alert Discord when PandaDoc agreement is sent for signature

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Discord + PandaDoc.

Read Channel Messages

Retrieves messages from a Discord channel

List Channels

Lists all channels in a Discord server

Send Channel Message

Sends a message to a Discord channel

Send Direct Message

Sends a direct message to a Discord user

Assign Role

Assigns a role to a Discord user

Remove Role

Removes a role from a Discord user

New Discord Channel Message

Triggers when a new message is posted in a Discord channel

New Discord User Added

Triggers when a new user is added to a Discord server

Role Assigned to User

Triggers when a role is assigned to a user

New Discord Event

Triggers when a new Discord event is created

New Document Created

Triggers when a new document is created in PandaDoc

Document Status Changed

Triggers when the status of a document changes in PandaDoc

App details

Discord

Discord is a voice, video, and text communication platform. Automate community management and engage with members through chat.

PandaDoc

PandaDoc is a document automation software. Create, send, track, and e-sign documents, proposals, and contracts to streamline your document workflow and close deals faster.