How to end up on template selection site and pass data similar to Pipedrive integration

Follow

Rupert Hoffschmidt-McDonnell

• July 04, 2022 18:20

Hi there! I'm currently trying to figure out how to connect PandaDoc with our NoCode stack (Airtable and Glide). We've used Pipedrive before and I'm trying to come close to the Pipedrive <> PandaDoc integration.

Can someone point me in the right direction how I can pass data via webhook and land on this page? -->

The URL is "https://app.pandadoc.com/a/#/documents/import-new-with-folders?endpoint=%..."

Is this documented somewhere? 

Thanks a lot!

0

• Official comment

  

  Patrick Marmion

  • July 05, 2022 15:52

  Hi Rupert, I am a Solutions Architect here at PandaDoc. Unfortunately there is no way of reaching this page via a custom integration, this is a page we reserve for our native integrations. You would either need to build the logic of which template to select based off the trigger or build a bespoke pop-up page with the templates listed. If you would like some further assistance with this then feel free to put some time in my calendar using the link below:

  https://pandadoc.chilipiper.com/book/me/patrick-marmion

  Comment actions Permalink

Please sign in to leave a comment.