Skip to content
  • Airtable logoAirtable logo
  • PandaDoc logoPandaDoc logo

Airtable + PandaDoc

Update records in Airtable when document status changes in PandaDoc

Manage your work seamlessly with this workflow. When a document's status changes in PandaDoc, this will instantly update a corresponding record in Airtable. This way, you can keep track of your documents efficiently without the need for constant manual updates. An ideal solution for document management and maintaining data consistency across your applications.

Manage your work seamlessly with this workflow. When a document's status changes in PandaDoc, this will instantly update a corresponding record in Airtable. This way, you can keep track of your documents efficiently without the need for constant manual updates. An ideal solution for document management and maintaining data consistency across your applications.

  1. When this happens...
    PandaDocPandaDoc
    Document Status Changed

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

    TriggerInstant
  2. automatically do this!
    AirtableAirtable
    Update Record

    Update a record in a specific table.

    ActionWrite
  • Free forever for core features
  • 14 day trial for premium features & apps

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
airtable logo
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.

Related categories

pandadoc logo
pandadoc logo

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.

Related categories

Triggers & Actions