PandaDoc + Paperform

Create or update PandaDoc contacts from new Paperform form submissions

Easily manage your contacts in PandaDoc whenever you receive new form submissions in Paperform. This workflow will create or update a contact in PandaDoc based on the information provided in the Paperform submission, streamlining your contact management process and saving you time. Keep your records up to date and ensure seamless communication with your contacts through this efficient automation.

When this happens...
New Form Submission
Triggers when a new submission is received for a form.
TriggerInstant
automatically do this!
Create or Update Contact
Create a new contact or update an existing one.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- FormRequired
- CodeRequired
- Enabled
- TargetRequired
- Discount Amount
- Discount Percentage
- Expires At
Action
Write
- Form
- Form Partial Submission IDRequired
Action
Write
- Form
- Form Submission IDRequired
Action
Write
- Space NameRequired
Action
Write

- FormRequired
- Title
- Description
- Disabled
- Custom Slug
- Space
Action
Write
- FormRequired
- Form ProductRequired
- Name
- Price
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Write

- FormRequired
- Form ProductRequired
- SoldRequired
Action
Write
- FormRequired
- Form Field TitleRequired
Action
Search
- Form IDRequired
- Form Field TitleRequired
Action
Search
- Space NameRequired
Action
Search
- Space NameRequired
- Space NameRequired
Action
Search or write
- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- warning
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search

- FormRequired
Trigger
Instant
Try It
- FormRequired
- Coupon CodeRequired
Action
Write
- FormRequired
- Form ProductRequired
Action
Write
- FormRequired
- FieldRequired
- SKURequired
- NameRequired
- PriceRequired
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Write
- FormRequired
- Coupon CodeRequired
- Enabled
- TargetRequired
- Discount Amount
- Discount Percentage
- Expires At
Action
Write
- FormRequired
- FieldRequired
- TitleRequired
- Description
- Required
- Custom Key
- Placeholder
Action
Write
- FormRequired
- Form ProductRequired
- Available QuantityRequired
Action
Write
- SpaceRequired
- Space NameRequired
Action
Write
- Form TitleRequired
- Space
Action
Search
- FormRequired
- Form Product NameRequired
Action
Search
- FormRequired
- Form Product NameRequired
- FieldRequired
- SKURequired
- NameRequired
- PriceRequired
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Search or write
- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Document IDRequired
Action
Search

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.

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