Accountix
PandaDoc
Integrate Accountix with PandaDoc within minutes using Conduitly. Connect your work apps with Conduitly’s no code integration platform and automate the flow of data, repetitive tasks, and workflows between Accountix and PandaDoc.
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Accountix with PandaDoc in minutes
Supported Triggers & Actions
Employee Address Updated
Triggers when a employee address is updated.
Trigger
Schedule
Employee Automatic Transaction Updated
Triggers when a employee automatic transaction record is updated.
Trigger
Schedule
Employee Compensation Updated
Triggers when a employee compensation record is updated.
Trigger
Schedule
Employee Demographics Updated
Triggers when a employee demographics record is updated.
Trigger
Schedule
Employee Direct Deposit Updated
Triggers when a direct deposit record is updated.
Trigger
Schedule
Employee Federal Tax Updated
Triggers when a employee federal tax record is updated.
Trigger
Schedule
Employee Hire or Term Date Updated
Triggers when an employee’s hire or term date is updated.
Trigger
Schedule
Employee Rehired
Triggers when an employee is rehired.
Trigger
Schedule
Employee State Tax Updated
Triggers when an employee state tax record is updated.
Trigger
Schedule
Employee Terminated
Triggers when an employee is terminated.
Trigger
Schedule
New Client Added
Triggers when a new client is added.
Trigger
Schedule
New Employee Added
Triggers when a new employee is added.
Trigger
Schedule
Time Sheet Finalized
Triggers when a time sheet file is finalized.
Trigger
Schedule
Time Sheet Posted
Triggers when a time sheet file is posted.
Trigger
Schedule
Add 1099 Contractor
Add a new 1099 contractor.
Action
Write
Add New Employee
Add a new employee.
Action
Write
Post Time Sheet
Post a time sheet file for the current pay period.
Action
Write
Search Employee(s)
Search the list of employees by client, ID, or name.
Action
Write
Terminate Employee
Terminate an employee.
Action
Write
Update Employee Address
Update an employee address.
Action
Write
Update Employee Demographics
Update an employee demographics record.
Action
Write
Document Completed
Trigger when a document is completed.
Action
Write
Document Paid
Trigger when a document is paid.
Action
Write
Document Sent
Trigger when a document is sent.
Action
Write
Document Status Changed
Trigger when a document status is changed.
Action
Write
Add Contact
Add a contact.
Action
Write
Add Document Attachment
Add a attachment to a document.
Action
Write
Add Document Recipient
Add a recipient to a document.
Action
Write
Add Member To Workspace
Add a member to workspace.
Action
Write
Add User
Add a user.
Action
Write
Create Document
Generate a document from a template.
Action
Write
Create Workspace
Create a workspace.
Action
Write
Delete Contact
Delete a contact.
Action
Write
Delete Document Recipient
Delete a document recipient.
Action
Write
Download Completed Document
Download a completed document.
Action
Write
Download Document
Download a document.
Action
Write
Get Contact Details
Get a contact details.
Action
Write
Get Document Details
Get a document details.
Action
Write
List Contact
Retrieve a list of contacts.
Action
Write
List Document Attachments
Retrieve a list of document attachments.
Action
Write
List Documents
Retrieve a list of documents.
Action
Write
List Users
Retrive a list of users.
Action
Write
Remove Member To Workspace
Remove member to workspace.
Action
Write
Send Document
Send a document.
Action
Write
Update Contact
Update a contact.
Action
Write
Update Document
Update a document (tags and rename document).
Action
Write
Update Document Recipient
Update a document recipient.
Action
Write
Employee Address Updated
Triggers when a employee address is updated.
Trigger
Schedule
Employee Automatic Transaction Updated
Triggers when a employee automatic transaction record is updated.
Trigger
Schedule
Employee Compensation Updated
Triggers when a employee compensation record is updated.
Trigger
Schedule
Employee Demographics Updated
Triggers when a employee demographics record is updated.
Trigger
Schedule
Employee Direct Deposit Updated
Triggers when a direct deposit record is updated.
Trigger
Schedule
Employee Federal Tax Updated
Triggers when a employee federal tax record is updated.
Trigger
Schedule
Employee Hire or Term Date Updated
Triggers when an employee’s hire or term date is updated.
Trigger
Schedule
Employee Rehired
Triggers when an employee is rehired.
Trigger
Schedule
Employee State Tax Updated
Triggers when an employee state tax record is updated.
Trigger
Schedule
Employee Terminated
Triggers when an employee is terminated.
Trigger
Schedule
New Client Added
Triggers when a new client is added.
Trigger
Schedule
New Employee Added
Triggers when a new employee is added.
Trigger
Schedule
Time Sheet Finalized
Triggers when a time sheet file is finalized.
Trigger
Schedule
Time Sheet Posted
Triggers when a time sheet file is posted.
Trigger
Schedule
Add 1099 Contractor
Add a new 1099 contractor.
Action
Write
Add New Employee
Add a new employee.
Action
Write
Post Time Sheet
Post a time sheet file for the current pay period.
Action
Write
Search Employee(s)
Search the list of employees by client, ID, or name.
Action
Write
Terminate Employee
Terminate an employee.
Action
Write
Update Employee Address
Update an employee address.
Action
Write
Update Employee Demographics
Update an employee demographics record.
Action
Write
Document Completed
Trigger when a document is completed.
Action
Write
Document Paid
Trigger when a document is paid.
Action
Write
Document Sent
Trigger when a document is sent.
Action
Write
Document Status Changed
Trigger when a document status is changed.
Action
Write
Add Contact
Add a contact.
Action
Write
Add Document Attachment
Add a attachment to a document.
Action
Write
Add Document Recipient
Add a recipient to a document.
Action
Write
Add Member To Workspace
Add a member to workspace.
Action
Write
Add User
Add a user.
Action
Write
Create Document
Generate a document from a template.
Action
Write
Create Workspace
Create a workspace.
Action
Write
Delete Contact
Delete a contact.
Action
Write
Delete Document Recipient
Delete a document recipient.
Action
Write
Download Completed Document
Download a completed document.
Action
Write
Download Document
Download a document.
Action
Write
Get Contact Details
Get a contact details.
Action
Write
Get Document Details
Get a document details.
Action
Write
List Contact
Retrieve a list of contacts.
Action
Write
List Document Attachments
Retrieve a list of document attachments.
Action
Write
List Documents
Retrieve a list of documents.
Action
Write
List Users
Retrive a list of users.
Action
Write
Remove Member To Workspace
Remove member to workspace.
Action
Write
Send Document
Send a document.
Action
Write
Update Contact
Update a contact.
Action
Write
Update Document
Update a document (tags and rename document).
Action
Write
Update Document Recipient
Update a document recipient.
Action
Write
Don’t see the integration or actions you need? No problem.
Conduitly provides custom integration services to customers. If you need an integration that we don’t have, or you need additional triggers or actions to one we do, we can help.
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