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PandaDoc

If you're not automating PandaDoc, you're probably spending too much time managing paperwork. Here are the top ways to get started.

4 ways to automate PandaDoc with Zapier

Looking for a quick way to stay up to date on your sales wins and share it with your team in Slack? After you've set it up, the details of each newly completed PandaDoc document will be posted to a Slack channel of your choice from a Slackbot. Start celebrating your wins as a team with this Slack-PandaDoc integration.

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.

Document Completed

Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

Document Status Changed

Document Paid

Document Sent

Find a document by name, status, and other parameters.

Find Document

Get Document Attachments

Get Document by ID

Create Attachment

Create Contact [Deprecated]

Create Document

Create a new contact or update an existing one.

Create or Update Contact

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

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.

Slack

Triggers when a new message is posted to any public channel.

New Public Message Posted Anywhere

New Channel

Triggers when a new message is posted to a specific #channel you choose.

New Message Posted to Channel

Triggers when a custom emoji has been added to a team.

New Team Custom Emoji

Triggers when a new file is uploaded to your workspace.

New File

Triggers when a username or highlight word is mentioned in a public #channel.

New Mention

Triggers when a new message is found that matches the query.

New Message From Query

Triggers when a new message is posted to a specific #private-channel or multi-dm.

New Message Posted to Private Channel

Triggers when a Message is pushed from Slack.

New Pushed Message

Triggers when a reaction (aka reactji) is added to a message in a public #channel.

New Reaction Added

New Saved Message

Triggers when a new Slack user is created / first joins your org.

New User

Finds a Slack message using the Slack Search feature.

Find Message

Finds a user by matching against their email instead of their username.

Find User by Email

Find User by ID

Finds a user by matching against their real name instead of their username.

Find User by Name

Find User by Username

Adds a reminder for yourself or a teammate, just like the `/remind` slash command.

Add Reminder

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Invite User to Channel

Posts a message to the specific #channel you choose. Message delivery can be scheduled for later.

Send Channel Message

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

Send Direct Message

Create Channel

Post a new message to a private channel you choose. Can also schedule a message for later.

Send Private Channel Message

Set Channel Topic

Update basic profile fields such as name or title

Update Profile

Sets your Slack status to the given text and emoji.

Set Status

Invite a new User to your Slack workspace. Uses legacy tokens.

Invite New User

Post Slack channel notifications when new PandaDoc documents are completed

Stay on top of your sales progress and celebrate successful deals with this seamless integration between PandaDoc and Slack. When a document is marked as paid in PandaDoc, a message will be sent to a designated Slack channel, keeping your team informed and motivated. Streamline your communication and ensure important updates aren't missed with this efficient workflow.

Send channel messages in Slack for new paid documents in PandaDoc

When your PandaDoc documents are completed, you may want to automate a follow-up email to notify your team or ensure your customer has a PDF copy. After you set it up, whenever a new PandaDoc document is completed, Zapier will send an email via Gmail to a customizable list of recipients with a PDF copy attached.

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Gmail

Triggers when you receive a new attachment.

New Attachment

New Label

Triggers when you receive a new email and label it within two days.

New Labeled Email

Triggers when a new email appears in the specified mailbox.

New Email

Triggers when you receive a new email that matches a search string you provide.

New Email Matching Search

Triggers when you receive a new email and star it within two days.

New Starred Email

New Thread

Find Email

Find or Send Email

Add Label to Email

Delete Email

Create Draft

Create a draft reply to an existing email.

Create Draft Reply

Create Label

Send Email

Remove Label From Email

Reply to Email

Send emails via Gmail when new PandaDoc documents are completed (with attached PDF )

Stay on top of your document workflow with this automation. Whenever a PandaDoc document is marked as completed, an outbound email will be sent to the specified recipient, notifying them of the completed document. This saves you time and ensures that all relevant parties are promptly informed about important updates.

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.)

Have direct access to your own email servers? Check out our IMAP and SMTP services!

Email by Zapier

Triggers when an email is forwarded to your own custom **zapiermail.com** address.

New Inbound Email

Triggers when an email that you've enabled read receipts on via our `Send Outbound Email` trigger is opened.

New Read Receipt

Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom **zapiermail.com** address.

Send Outbound Email

Send emails for completed PandaDoc documents

Do you and your team live in Google Drive? Set up this Zapier integration to streamline your file management. It automatically uploads a PDF copy of your PandaDoc documents to Google Drive once they are completed. Keep all of your files in the same place, without having to manually copy and upload them!

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Google Drive

Triggers when any new file is added (inside of any folder).

Triggers when a new file is added directly to a specific folder (but not its subfolders).

New File in Folder

Triggers when a new file is created within, moved to, or uploaded directly to a specific folder (but not its subfolders).

Triggers when a new folder is added directly to a specific folder (but not its subfolders).

New Folder

Triggers when a file is updated in a specific folder (but not its subfolders).

Updated File

Retrieve File or Folder by ID

Find a File

Search for multiple files by name or within a specific folder.

Find Multiple Files

Find a Folder

Find or Create File

Find or Create Folder

Copy File

Copies an existing file from another service to Google Drive.

Upload File

Create Folder

Move File

Upload file(s) to Drive, and optionally replace an existing file.

Upload Multiple Files

Create File From Text

Upload a file to Drive, that replaces an existing file. 

Replace File

Adds a sharing scope to the sharing preference of a file. Does not remove existing sharing settings. Provides a sharing URL.

Add File Sharing Preference

Create Shortcut

Update File/Folder Name

Upload PDFs to Google Drive when new PandaDoc documents are completed

Do you create and send documents through PandaDoc but need to store them in your OneDrive account? With this integration activated, Zapier will automatically upload a PDF copy of your PandaDoc documents to OneDrive once they're completed. No more “case of the missing contract” - all of your completed PandaDocs will automatically be copied into your OneDrive account!

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.

OneDrive

Triggers when a new file is added in a folder.

Triggers when a new shared item is added.

New Shared Item

Find File

Find Folder

Upload an existing file or attachment not bigger than 60 MB.

Creates a brand new text file from plain text content you specify.

Create New Text File

Upload PDF to OneDrive when PandaDoc documents are completed

Automatically upload a PDF of your completed PandaDoc document into Dropbox. This Zapier automation creates and saves a PDF copy of your PandaDoc documents once they are signed, keeping all your records up to date and ensuring everyone has access to the final version.

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

Dropbox

Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.

Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.

Triggers when a new file is added or updated in a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.

New or Updated File

Finds a folder by name. Make sure the number of files/folders in the watched folder does not exceed 6000.

Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 6000.

Searches for files in a folder that match a search term in the contents or name. Requires a Dropbox Business account.

Find File (Content Search)

Delete File

Delete Folder

Creates a brand new folder at the path you specify.

Upload an existing file or attachment not bigger than 500 MB.

Moves a file to a new location at the path you specify.

Create Text File

Adds a new line to an existing text file, or creates a file if it doesn't exist.

Create or Append to Text File

Rename File

Create Shared Link

Upload PDFs to Dropbox when new PandaDoc documents complete

Simplify your document management process with this seamless workflow. When a document is paid in PandaDoc, the file is immediately uploaded to Google Drive. This automation reduces the need for manual data entry and ensures that every paid document is readily available for your reference in your Drive. The result is a streamlined, efficient document management process.

Upload PandaDoc paid documents to Google Drive as files

When your sent documents are signed, you'll want the details organized on a spreadsheet. This integration helps by automatically creating a row in a Google Sheet with the details from a new document completed in PandaDoc. It's never been easier to organize completed document info.

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

New Spreadsheet Row (Team Drive)

Triggers when a new row is added to the bottom of a spreadsheet.

New Spreadsheet Row

Triggers when a new spreadsheet is created.

New Spreadsheet

Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.

4 ways to automate PandaDoc with Zapier

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