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Airtable + PandaDoc

Create PandaDoc documents from new or updated Airtable records

Streamline your document creation process with this workflow. Whenever a new record is added in Airtable, a corresponding document will be generated in PandaDoc. Save time and reduce manual efforts by automating the document creation process as your Airtable data grows.

Streamline your document creation process with this workflow. Whenever a new record is added in Airtable, a corresponding document will be generated in PandaDoc. Save time and reduce manual efforts by automating the document creation process as your Airtable data grows.

  1. When this happens...
    AirtableAirtable
    New or Updated Record

    Triggers when a record is created or updated.

    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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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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