PandaDoc + Streak

Update Streak boxes when PandaDoc documents are completed

Keep your sales process organized by connecting PandaDoc and Streak! With this efficient workflow, whenever a document is marked as completed in PandaDoc, a corresponding Streak box will be updated. Save time and streamline your sales documentation by having the information automatically organized and available in Streak.

Keep your sales process organized by connecting PandaDoc and Streak! With this efficient workflow, whenever a document is marked as completed in PandaDoc, a corresponding Streak box will be updated. Save time and streamline your sales documentation by having the information automatically organized and available in Streak.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    StreakStreak
    Edit Box

    Edit fields, stage, assigned to, name and notes on an existing box.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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 moreHelp

Related categories

  • Documents

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streak logo
streak logo

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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