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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.

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.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    AirtableAirtable
    Update Record

    Update a record in a specific table.

    ActionWrite
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Supported triggers and actions

    • 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
    • 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
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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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