PandaDoc + Slack

Send Slack direct messages when new documents are sent in PandaDoc

Keep your team in the loop by updating them in Slack each time a document is dispatched in PandaDoc. This efficient workflow ensures you are always informed by sending a direct message to Slack whenever a new PandaDoc document is on its way. This smooth process enhances team communication and allows you to keep track of document advancements effortlessly.

Keep your team in the loop by updating them in Slack each time a document is dispatched in PandaDoc. This efficient workflow ensures you are always informed by sending a direct message to Slack whenever a new PandaDoc document is on its way. This smooth process enhances team communication and allows you to keep track of document advancements effortlessly.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Direct Message

    Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

    • 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
    • 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
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 more

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slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn more

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  • Team Chat

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