Airtable + PandaDoc

Update records in Airtable when new documents are completed in PandaDoc

Keep your Airtable records up to date without lifting a finger. With this workflow, each time a document gets completed in PandaDoc, your corresponding records in Airtable will be updated immediately. This way, you never miss a beat and always have the most recent information at your disposal. This seamless integration between PandaDoc and Airtable provides clarity and efficiency in managing your documents and databases.

When this happens...
Document Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
Update Record
Update a record in a specific table.
ActionWrite

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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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Document IDRequired
Action
Search
- 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
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search

- 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
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search
- 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
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write

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.

Learn more

Related categories

Databases

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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.

Learn more