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Airtable + PandaDoc

Create Pandadoc documents from new Airtable records

Easily generate documents for every new Airtable record by connecting it to PandaDoc. This automation will streamline your document creation process, saving you time and effort. Whenever a new record is added to your Airtable base, a document will be created in PandaDoc, ensuring all your essential information is captured efficiently. Enjoy a seamless workflow and stay organized with this document creation solution.

Easily generate documents for every new Airtable record by connecting it to PandaDoc. This automation will streamline your document creation process, saving you time and effort. Whenever a new record is added to your Airtable base, a document will be created in PandaDoc, ensuring all your essential information is captured efficiently. Enjoy a seamless workflow and stay organized with this document creation solution.

  1. When this happens...
    AirtableAirtable
    New Record

    Triggers when a new record is created or new or existing records when first added to a selected view.

    TriggerPolling
  2. automatically do this!
    PandaDocPandaDoc
    Create Document

    Create a document from a template.

    ActionWrite
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Supported triggers and actions

    • BaseRequired

    • TableRequired

    • Limit to View

    • Include attachment content

    Trigger
    Polling
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Help Text

    • Primary lookup fieldRequired

    • Secondary lookup field

    Action
    Write
    • BaseRequired

    • TableRequired

    • RecordRequired

    Action
    Write
    • Help Text

    • BaseRequired

    • TableRequired

    • Last modified time columnRequired

    • Limit to view

    • Include file contents?

    Trigger
    Polling
    Try It
    • Cache Copy

    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • RecordRequired

    Action
    Write
    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
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airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

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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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