Active Campaign: pre-fill a document with information via Zapier
I have been building a few Zapiers to assist in our workflow but have hit a roadblock in you do not seem to support the function of "Updating a Document" via Zapier.
You're API does support this via PATCH (https://developers.pandadoc.com/reference/update-document) but there is no pre-built function in Zapier to do this.
Do you think this is something that will come in future?
Is there an existing Product Update request I can upvote?
Our use case: We're attempting to connect Panda with Active Campaign and Update the draft "Created in AC" document your integration creates with pre-filled contact information and renaming the document tile so it is unique, which your current AC integration does not do.
Jomarie Papas
shared this idea
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Joe Beck
commented
We have access to this Custom Actions in Zapier beta feature that allows directly accessing other companies API, like you listed above. Might be worth a shot.
I have found success using this feature so far. https://help.zapier.com/hc/en-us/articles/16277139110157-Create-a-Custom-Action#h_01HPPSPT83HZN55PF84ZV58TA5