PandaDoc

PandaDoc

Create your customized scenario with Integromat. Automate repetitive tasks involved in using PandaDoc and make your work easier.

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Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

PandaDoc integrations

Create (and send) a PandaDoc document from a new QuickBooks estimate

Create (and send) a PandaDoc document from a new QuickBooks estimate

Every time a new QuickBooks estimate is created, Integromat will automatically create (and possibly send) a new PandaDoc document. You have to create your own PandaDoc template for the document.


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Create an Airtable record from a completed PandaDoc document

Create an Airtable record from a completed PandaDoc document

This template allows you to save the information from completed PandaDoc documents as Airtable records. You can schedule the scenario to run as you need but adjust the first filter ("only the most recent") accordingly. For example, if it runs once a day, only documents modified in the last 24 hours should pass the filter.


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Send new PandaDoc documents to Dropbox

Send new PandaDoc documents to Dropbox

Every time a new document is created in PandaDoc, Integromat will automatically save the document in Dropbox.


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Create a QuickBooks invoice from a completed PandaDoc document

Create a QuickBooks invoice from a completed PandaDoc document

Create a new QuickBooks invoice (and a customer if it doesn't already exist) from a completed PandaDoc document. PandaDoc document has to include a Pricing table. You can schedule the scenario to run as you need but adjust the first filter ("only the most recent") accordingly. For example, if it runs once a day, only documents modified in the last 24 hours should pass the filter.


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Add a Google Sheets row when a PandaDoc document is completed

Add a Google Sheets row when a PandaDoc document is completed

Every time a PandaDoc document is completed, Integromat will automatically add a new row to your Google Sheets spreadsheet.


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Save a new PandaDoc document in Google Drive

Save a new PandaDoc document in Google Drive

When a new document is created in PandaDoc, the document is uploaded in Google Drive.


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Save a new PandaDoc document in OneDrive

Save a new PandaDoc document in OneDrive

Every time a new document is created in PandaDoc, Integromat will automatically save the document in OneDrive.


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Send a new PandaDoc document to Telegram Bot

Send a new PandaDoc document to Telegram Bot

Every time a new document is created in PandaDoc, Integromat automatically will send this document to a channel in Telegram.


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Send a new PandaDoc document to Slack

Send a new PandaDoc document to Slack

Every time a new document is created in PandaDoc, Integromat automatically will send this document to a channel in Slack.


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Triggers

PandaDoc

Watch Documents INSTANT

Triggers when a document event occurs according to the event parameter.

Actions

PandaDoc

Create a Contact

Creates a new contact.

PandaDoc

Create a Document

Creates a new document.

PandaDoc

Delete a Contact

Deletes a contact.

PandaDoc

Delete a Document

Deletes a document.

PandaDoc

Download a Document

Downloads a document in PDF format.

PandaDoc

Get a Contact

Gets the details of a contact.

PandaDoc

Get a Document

Gets the details of a document.

PandaDoc

Make an API Call

Performs an arbitrary authorized API call.

PandaDoc

Update a Contact

Updates an existing contact.

Searches

PandaDoc

List Contacts

Retrieves a list of all contacts.

PandaDoc

Search Documents

Searches for documents by given parameters.

Integrate PandaDoc with these services