Connect PandaDoc to Qlik
Send PandaDoc contacts, members, documents and 11 more data types to Qlik on a schedule. Filter by date. Refresh as often as every 15 minutes.
PandaDoc report
Data source: PandaDoc
How to connect PandaDoc and Qlik
4 steps. You can preview the PandaDoc data in Coupler.io before anything reaches Qlik.
Step 1 of 4
Connect PandaDoc
Enter your PandaDoc API key. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the PandaDoc data you want in Qlik.
Show 6 more data types Show fewer data types
Step 3 of 4
Connect Qlik
Generate the integration URL and let the first run finish, then create a REST data connection in Qlik Sense and paste the URL.
Step 4 of 4
Set a schedule
Qlik sees the data as of the last run. Run it as often as every 15 minutes.
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14 data types, including Contacts, Members, Documents, Document attachments and Document fields.
With your PandaDoc API key, entered once when you add the connection.
Yes. Set the start date to cover the period you need.
With Qlik's built-in REST connector, pointed at the Coupler.io integration URL that serves the PandaDoc data as JSON.
Yes. Schedule the app reload to run after the Coupler.io refresh, so it picks up the latest PandaDoc data.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example Pipedrive or Calendly, and join or append them before the data reaches Qlik.
