How does the Abby Connect and PandaDoc integration work?
The integration connects Abby Connect with PandaDoc using Zapier. When a new call record or message is created in Abby, the data automatically sends to PandaDoc. This helps log activity or create new documents based on call details.
What data from Abby Connect can be sent to PandaDoc?
You can send call record details such as caller ID, receptionist name, transfer number, called number, notes, and call time. Message fields like case type and caller location can also be sent to PandaDoc through Zapier.
Can PandaDoc send updates back to Abby Connect?
No, the integration is one-way only. Data flows from Abby Connect to PandaDoc but cannot return or update any settings, records, or configurations inside Abby Connect.
How do I set up the Abby Connect and PandaDoc integration?
You will need a Zapier account and an API key from your Abby Connect dashboard under Settings, Integrations, Zapier. In Zapier, select Abby Connect as the trigger app and PandaDoc as the action app.
What triggers are available in the Abby Connect Zapier integration?
The integration supports two triggers: New Call Record and New Message. When either event occurs, the related data is sent to Zapier and can then be used in PandaDoc workflows.