Nutshell + PandaDoc + Microsoft Office 365 Integrations

How to connect Nutshell + PandaDoc + Microsoft Office 365

Zapier lets you send info between Nutshell and PandaDoc and Microsoft Office 365 automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Choose an Action
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Do even more with Nutshell + PandaDoc + Microsoft Office 365

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Nutshell, PandaDoc, and Microsoft Office 365. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
  • Nutshell triggers, actions, and search

    Lead Won

    Triggers when a lead is won.

    Trigger
    Instant
    Try It
  • Nutshell triggers, actions, and search

    New Company

    Triggers when new Company is created.

    Trigger
    Instant
    Try It
  • Nutshell triggers, actions, and search

    New Person

    Triggers when new Person is created.

    Trigger
    Instant
    Try It
    • Agenda

    • Activity typeRequired

    • Start time

    • End time

    • Internal note

    • People within Nutshell

    • Users within Nutshell

    • Meeting lasts all day

    • Flag meeting as important

    • Street address

    • Street address line 2

    • Street address line 3

    • City

    • State

    • Country

    • Postal code

    • Address type

    Action
    Write
  • Nutshell triggers, actions, and search

    Activity Logged

    Triggers when an Activity is logged.

    Trigger
    Instant
    Try It
  • Nutshell triggers, actions, and search

    New Activity

    Triggers when new Activity is created.

    Trigger
    Instant
    Try It
  • Nutshell triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Instant
    Try It
    • NameRequired

    • Email

    • Phone

    • Related person

    • Url

    • Street address

    • City

    • State

    • Country

    • Postal Code

    • Company Type

    • Tags

    • Territory

    • Industry

    • Full address

    Action
    Write

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How Nutshell + PandaDoc + Microsoft Office 365 Integrations Work

  1. Step 1: Authenticate Nutshell, PandaDoc, and Microsoft Office 365.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
nutshell-crm logo
nutshell-crm logo

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn moreHelp

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  • CRM (Customer Relationship Management)

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pandadoc logo
pandadoc logo

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Learn moreHelp

Related categories

  • Documents

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office-365 logo
office-365 logo

About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
Learn moreHelp

Related categories

  • Email
  • Microsoft

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