Integrate with PandaDoc without Webhooks

[brad_rotl]

We are trying to connect Pabbly with PandaDoc, but it looks like it requires a webhook setup. Webhooks is only a feature of the Enterprise PandaDoc plan - so what can Business or lower tier PandaDoc users do to enable a connection between Pabbly and PandaDoc?

 

[Supreme]

Hey @brad_rotl

To link Pabbly with PandaDoc, it's crucial to acknowledge that webhooks are exclusively offered in PandaDoc's Enterprise plan, a decision made by PandaDoc's team. For users on Business or lower-tier plans, alternative approaches include contacting PandaDoc support for potential workarounds or exploring third-party integration platforms like Pabbly Connect.

Additionally, users can consider upgrading to the PandaDoc Enterprise plan if webhooks are indispensable for their integration needs. The choice among these options hinges on specific requirements, support availability, and the willingness to explore alternative solutions or plan upgrades.

 

[brad_rotl]

@Supreme thanks for the reply. But my original post was actually referring directly to Pabbly Connect - it seems to link Pabbly Connect to PandaDoc, you need to use the Webhooks feature in PandaDoc. Or is there an alternative way to connect Pabbly Connect and PandaDoc?

 

[Supreme]

Please be aware that the PandaDocs trigger events we have on the platform are webhook trigger events that only collect the webhook response after the data has been sent from the PandaDocs server.

 

[brad_rotl]

@Supreme So to clarify, there is no alternative solution from Pabbly's perspective? You don't plan on an integration between the platforms like Zapier has with PandaDoc any time soon? We had an account with Zapier previously and no webhook feature was required for us to use the connection... at least no set up required from us, and we could utilise the connection on a PandaDoc Business account with no access to webhooks.

 

[Fagun Shah]

@Supreme So to clarify, there is no alternative solution from Pabbly's perspective? You don't plan on an integration between the platforms like Zapier has with PandaDoc any time soon? We had an account with Zapier previously and no webhook feature was required for us to use the connection... at least no set up required from us, and we could utilise the connection on a PandaDoc Business account with no access to webhooks.

Zapier has EXACLUSIVE integration with Pandadoc and that is why only their integration is available in Business plan.

To create integrations with any app you need to use their API and Webhooks, and Pandadoc team has intentionally put API and Webhooks behind Enterprise plan. This way everyone else except for zapier users have to use Enterprise plan to integrate with pandadoc.

You should take this issue with Pandadoc team as well, tell them that Pabbly Connect is a popular alternative for Zapier and it will help their users to save money as well.

 

[brad_rotl]

@Supreme Thanks for the clarification. We've taken up the issue with PandaDoc too now and will see on their reply.