Airtable + PandaDoc

Update Airtable records from changed PandaDoc document status

Stay on top of your documents with this simple yet efficient workflow. When document status changes in PandaDoc, it activates an automatic update or creation of a record in Airtable. This not only saves time but maintains a consistent data record, enabling more focused work on your documents without worrying about manual updates.

Stay on top of your documents with this simple yet efficient workflow. When document status changes in PandaDoc, it activates an automatic update or creation of a record in Airtable. This not only saves time but maintains a consistent data record, enabling more focused work on your documents without worrying about manual updates.

  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
    Create or Update Record

    Find and update an existing record, or create a new one.

    ActionWrite
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Supported triggers and actions

    • 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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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.
Learn more

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pandadoc logo
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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

Related categories

  • Documents

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